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 9-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 |
|---|---|---|
Filed as: PRUDENTIAL INSUR COMP OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $1,648 |
Filed as: AMERICAN PORTFOLIOS FIN SVCS Service code 33 · EIN 22-1211670 | Securities brokerage; Other commissio... | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,827 | $130,194+91.9% | $169,993+47.0% | $71,457+249.6% |
| Participation rate | 75.4% | 86.1%-10.7pp | 87.0%-11.6pp | 67.9%+7.5pp |
| Annual return | 18.54% | 20.37%-1.8pp | 53.37%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,227 | $4,381-72.0% | $6,785-81.9% | $2,588-52.6% |
| Participant deferral / active EE | $11,611 | $6,923+67.7% | $10,408+11.6% | $4,289+170.7% |
| Admin fee / account holder | $26 | $966-97.3% | $12,815-99.8% | $1,587-98.4% |