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 | $276,347 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,323 | $27,522-62.5% | $71,086-85.5% | $68,904-85.0% |
| Participation rate | 100.0% | 34.5%+65.5pp | 54.7%+45.3pp | 74.1%+25.9pp |
| Annual return | -5.20% | -0.07%-5.1pp | 650.59%-655.8pp | 1.07%-6.3pp |
| Employer contribution / active EE | $890 | $325+174.2% | $1,088-18.2% | $2,540-65.0% |
| Participant deferral / active EE | $1,783 | $835+113.6% | $1,874-4.9% | $4,015-55.6% |
| Admin fee / account holder | $26 | $67-60.7% | $3,082-99.1% | $71-62.9% |