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 5-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 | $2,570 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | 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 | $77,158 | $54,320+42.0% | $67,652+14.1% | $52,331+47.4% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.7%+19.3pp | 68.1%+26.8pp |
| Annual return | -0.96% | 6.81%-7.8pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,693 | $1,544+9.6% | $2,266-25.3% | $1,882-10.0% |
| Participant deferral / active EE | $5,478 | $2,950+85.7% | $3,560+53.9% | $3,022+81.3% |
| Admin fee / account holder | $14 | $527-97.3% | $4,821-99.7% | $592-97.6% |