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 | $1,820 |
Filed as: FINANCIAL NETWORK INVESTMENTS CORP Service code 33 · EIN 95-3845382 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $136,224 | $55,453+145.7% | $170,442-20.1% | $62,292+118.7% |
| Participation rate | 77.3% | 66.4%+10.9pp | 83.6%-6.3pp | 69.5%+7.7pp |
| Annual return | 17.85% | 21.38%-3.5pp | 205.93%-188.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,217 | $2,164+48.7% | $5,433-40.8% | $2,042+57.5% |
| Participant deferral / active EE | $4,139 | $2,303+79.7% | $4,939-16.2% | $3,169+30.6% |
| Admin fee / account holder | $11 | $455-97.6% | $13,880-99.9% | $479-97.7% |