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 | $22,612 |
EOS ACCOUNTANTS LLP1 year Service code 10 · EIN 22-3462644 | Accounting | $8,954 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $95,074 | $55,636+70.9% | $81,983+16.0% | $73,488+29.4% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.9pp | 70.7%+28.4pp |
| Annual return | 14.30% | 19.07%-4.8pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,959 | $1,625+20.6% | $2,498-21.6% | $2,270-13.7% |
| Participant deferral / active EE | $4,220 | $2,762+52.8% | $3,722+13.4% | $3,740+12.8% |
| Admin fee / account holder | $21 | $493-95.7% | $5,664-99.6% | $513-95.8% |