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 | $514,069 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,148 | $30,147-29.9% | $58,482-63.8% | $80,160-73.6% |
| Participation rate | 100.0% | 34.4%+65.6pp | 50.9%+49.1pp | 72.9%+27.1pp |
| Annual return | 15.07% | 21.97%-6.9pp | 4239.32%-4224.2pp | 40.38%-25.3pp |
| Employer contribution / active EE | $1,479 | $528+180.3% | $1,053+40.4% | $2,978-50.3% |
| Participant deferral / active EE | $2,901 | $1,249+132.3% | $1,924+50.8% | $5,017-42.2% |
| Admin fee / account holder | $68 | $195-65.0% | $2,516-97.3% | $145-53.0% |