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 | $61,197 |
Filed as: HORNOR TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage commissions and ... | $0 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA, INC. Service code 33 · EIN 11-2551174 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,276 | $47,456+86.0% | $172,739-48.9% | $77,787+13.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 17.43% | 35.57%-18.1pp | 802.84%-785.4pp | 32.57%-15.1pp |
| Employer contribution / active EE | $3,902 | $1,574+147.9% | $5,143-24.1% | $2,504+55.8% |
| Participant deferral / active EE | $4,932 | $2,560+92.7% | $5,198-5.1% | $3,967+24.3% |
| Admin fee / account holder | $9 | $81-88.3% | $13,954-99.9% | $100-90.6% |