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 | $22,030 |
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR, TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage commissions and ... | $0 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA, INC. Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | 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 | $65,999 | $37,039+78.2% | $147,614-55.3% | $59,188+11.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 1.33% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $4,195 | $1,353+210.1% | $5,564-24.6% | $2,098+99.9% |
| Participant deferral / active EE | $3,991 | $2,094+90.6% | $4,895-18.5% | $3,265+22.3% |
| Admin fee / account holder | $16 | $60-72.7% | $11,611-99.9% | $92-82.2% |