See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $45,929 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 33 · EIN 93-0987232 | Securities brokerage; Securities brok... | $0 |
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 | $41,676 | $43,133-3.4% | $89,391-53.4% | $73,488-43.3% |
| Participation rate | 97.4% | 55.0%+42.5pp | 68.0%+29.4pp | 70.7%+26.7pp |
| Annual return | 14.24% | 135.66%-121.4pp | 245.62%-231.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,392 | $1,438-3.2% | $2,586-46.2% | $2,270-38.7% |
| Participant deferral / active EE | $3,159 | $2,445+29.2% | $3,890-18.8% | $3,740-15.5% |
| Admin fee / account holder | $253 | $444-42.9% | $4,881-94.8% | $513-50.7% |