See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV1+ years Service code 55 · EIN 13-3749682 | Other Commissions | $49,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,706 | $71,142-42.8% | $119,609-66.0% | $64,808-37.2% |
| Participation rate | 70.6% | 78.6%-8.0pp | 79.3%-8.7pp | 71.5%-0.9pp |
| Annual return | -3.30% | -10.01%+6.7pp | -14.97%+11.7pp | 32.82%-36.1pp |
| Employer contribution / active EE | $486 | $2,497-80.6% | $4,232-88.5% | $2,506-80.6% |
| Participant deferral / active EE | $2,502 | $4,490-44.3% | $5,602-55.3% | $4,310-41.9% |
| Admin fee / account holder | $11 | $162-93.0% | $10,323-99.9% | $188-94.0% |