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 | $468,692 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $36,939-44.0% | $80,716-74.4% | $93,030-77.8% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.2%+45.8pp | 73.9%+26.1pp |
| Annual return | 12.43% | 17.55%-5.1pp | 87.28%-74.8pp | 158.70%-146.3pp |
| Employer contribution / active EE | $2,383 | $455+423.6% | $1,160+105.4% | $2,706-11.9% |
| Participant deferral / active EE | $1,151 | $1,044+10.3% | $2,146-46.4% | $4,562-74.8% |
| Admin fee / account holder | $60 | $162-62.6% | $3,380-98.2% | $152-60.2% |