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 | $98,420 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,581 |
Service code 49 · EIN 30-0840934 | Other Services | $8,500 |
BRYAN CAVE LLP1 year Service code 27 · EIN 43-0602162 | Advisory (Plan) | $8,327 |
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 | $108,706 | $73,404+48.1% | $87,100+24.8% | $67,579+60.9% |
| Participation rate | 98.8% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 20.32% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,426 | $2,014+20.5% | $2,521-3.8% | $2,148+12.9% |
| Participant deferral / active EE | $5,349 | $3,913+36.7% | $4,049+32.1% | $3,539+51.1% |
| Admin fee / account holder | $146 | $142+2.8% | $7,497-98.1% | $142+2.3% |