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 | $62,484 |
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 | $83,555 | $47,126+77.3% | $149,673-44.2% | $74,419+12.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 14.35% | 22.75%-8.4pp | 134.42%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,311 | $1,905+21.3% | $4,818-52.0% | $2,637-12.4% |
| Participant deferral / active EE | $4,128 | $2,728+51.3% | $5,680-27.3% | $4,528-8.8% |
| Admin fee / account holder | $309 | $343-10.0% | $13,210-97.7% | $348-11.3% |