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 | $43,588 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,328 | $69,305-41.8% | $82,313-51.0% | $69,631-42.1% |
| Participation rate | 81.5% | 80.3%+1.3pp | 76.9%+4.6pp | 70.7%+10.8pp |
| Annual return | 16.19% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $386 | $1,887-79.6% | $2,428-84.1% | $2,032-81.0% |
| Participant deferral / active EE | $3,152 | $3,568-11.7% | $3,706-15.0% | $3,224-2.2% |
| Admin fee / account holder | $81 | $97-16.4% | $5,608-98.6% | $110-26.4% |