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 | $5,650 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $82,864 | $46,297+79.0% | $71,671+15.6% | $62,292+33.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.18% | 22.32%-8.1pp | 20.65%-6.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,913 | $1,412+35.5% | $2,460-22.2% | $2,042-6.3% |
| Participant deferral / active EE | $4,296 | $2,235+92.2% | $3,438+25.0% | $3,169+35.6% |
| Admin fee / account holder | $17 | $461-96.4% | $5,558-99.7% | $479-96.5% |