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 13 · EIN 06-1050034 | Contract Administrator | $59,343 |
Filed as: PROCYON ADVISORS, LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $50,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,184 | $46,292+77.5% | $143,757-42.8% | $64,808+26.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.12% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $3,336 | $1,910+74.7% | $4,951-32.6% | $2,506+33.1% |
| Participant deferral / active EE | $3,932 | $2,646+48.6% | $5,637-30.2% | $4,310-8.8% |
| Admin fee / account holder | $529 | $154+244.2% | $14,673-96.4% | $188+181.8% |