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 10-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 |
|---|---|---|
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $50,000 |
PRIAC1 year Service code 15 · EIN 06-1050034 | Recordkeeping | $40,632 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $12,703 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,879 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,145 | $58,879+93.9% | $178,490-36.0% | $73,488+55.3% |
| Participation rate | 91.8% | 66.2%+25.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 11.93% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $3,387 | $2,236+51.5% | $5,011-32.4% | $2,270+49.2% |
| Participant deferral / active EE | $4,120 | $2,567+60.5% | $5,202-20.8% | $3,740+10.2% |
| Admin fee / account holder | $431 | $400+7.6% | $13,984-96.9% | $513-16.0% |