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 | $62,669 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $91,553 | $69,305+32.1% | $82,313+11.2% | $69,631+31.5% |
| Participation rate | 97.2% | 80.3%+16.9pp | 76.9%+20.3pp | 70.7%+26.5pp |
| Annual return | 16.07% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,326 | $1,887+23.3% | $2,428-4.2% | $2,032+14.5% |
| Participant deferral / active EE | $4,574 | $3,568+28.2% | $3,706+23.4% | $3,224+41.9% |
| Admin fee / account holder | $67 | $97-31.4% | $5,608-98.8% | $110-39.7% |