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 | $50,759 |
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 | $36,471 | $65,118-44.0% | $76,768-52.5% | $55,725-34.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.0%+4.8pp | 70.9%+10.9pp |
| Annual return | -4.69% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $529 | $1,941-72.8% | $2,485-78.7% | $2,078-74.6% |
| Participant deferral / active EE | $2,814 | $3,688-23.7% | $3,852-26.9% | $3,356-16.1% |
| Admin fee / account holder | $79 | $116-31.6% | $6,675-98.8% | $115-31.2% |