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 | $437,810 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,436 | $27,839-33.8% | $61,373-70.0% | $78,044-76.4% |
| Participation rate | 48.6% | 29.8%+18.8pp | 52.6%-4.0pp | 74.4%-25.9pp |
| Annual return | -13.64% | -13.45%-0.2pp | 338.61%-352.2pp | 10.87%-24.5pp |
| Employer contribution / active EE | $732 | $367+99.7% | $1,159-36.9% | $3,125-76.6% |
| Participant deferral / active EE | $1,379 | $968+42.5% | $2,125-35.1% | $5,084-72.9% |
| Admin fee / account holder | $58 | $113-48.8% | $2,130-97.3% | $79-26.5% |