Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $18,981 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,327 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,978 | $73,397+0.8% | $178,014-58.4% | $74,546-0.8% |
| Participation rate | 69.1% | 66.6%+2.5pp | 77.1%-8.0pp | 67.2%+1.9pp |
| Annual return | 10.42% | 17.49%-7.1pp | 294.80%-284.4pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,633 | $4,512+2.7% | $6,276-26.2% | $4,347+6.6% |
| Admin fee / account holder | $23 | $1,809-98.7% | $10,362-99.8% | $1,944-98.8% |