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 | $64,427 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $13,610 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,038 | $72,254-47.4% | $86,677-56.1% | $64,808-41.3% |
| Participation rate | 89.7% | 80.4%+9.2pp | 76.6%+13.1pp | 71.5%+18.2pp |
| Annual return | -15.70% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,155 | $2,393-51.7% | $2,836-59.3% | $2,506-53.9% |
| Participant deferral / active EE | $4,261 | $4,658-8.5% | $4,656-8.5% | $4,310-1.1% |
| Admin fee / account holder | $101 | $174-41.8% | $7,493-98.6% | $188-46.1% |