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 | $74,295 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,500 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $8,693 |
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 | $103,446 | $72,254+43.2% | $86,677+19.3% | $64,808+59.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.06% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,649 | $2,393+10.7% | $2,836-6.6% | $2,506+5.7% |
| Participant deferral / active EE | $5,759 | $4,658+23.6% | $4,656+23.7% | $4,310+33.6% |
| Admin fee / account holder | $98 | $174-43.7% | $7,493-98.7% | $188-47.8% |