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 INV2+ years Service code 55 · EIN 13-3749682 | Other Commissions | $51,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,700 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,676 | $91,372-57.7% | $129,995-70.2% | $74,419-48.0% |
| Participation rate | 77.3% | 77.8%-0.5pp | 78.5%-1.2pp | 70.7%+6.5pp |
| Annual return | 21.43% | 23.21%-1.8pp | -137.18%+158.6pp | 34.38%-12.9pp |
| Employer contribution / active EE | $777 | $2,563-69.7% | $4,320-82.0% | $2,637-70.5% |
| Participant deferral / active EE | $3,666 | $4,721-22.4% | $5,820-37.0% | $4,528-19.0% |
| Admin fee / account holder | $7 | $283-97.5% | $10,614-99.9% | $348-97.9% |