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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 10 · EIN 22-1211670 | Accounting | $53,869 |
Filed as: SACKLOW & ACOX, CPAS. LLC Service code 10 · EIN 83-0779411 | Accounting | $5,000 |
Filed as: REYNOLDS CONSULTING SERVICES LLC. Service code 10 · EIN 20-1899564 | Accounting | $1,425 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $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 | $28,209 | $74,462-62.1% | $81,983-65.6% | $90,288-68.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.8pp | 73.4%+26.6pp |
| Annual return | 10.94% | 17.56%-6.6pp | 41.31%-30.4pp | 53.97%-43.0pp |
| Employer contribution / active EE | $1,196 | $2,334-48.8% | $2,498-52.1% | $2,524-52.6% |
| Participant deferral / active EE | $1,461 | $3,602-59.4% | $3,722-60.7% | $4,232-65.5% |
| Admin fee / account holder | $21 | $98-78.8% | $5,664-99.6% | $114-81.8% |