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 27 · EIN 20-8874282 | Advisory (Plan) | $85,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $77,054 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $26,600 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $125,369 | $78,781+59.1% | $100,516+24.7% | $73,409+70.8% |
| Participation rate | 99.0% | 80.0%+19.0pp | 79.4%+19.6pp | 72.2%+26.8pp |
| Annual return | 19.88% | 31.69%-11.8pp | 30.89%-11.0pp | 59.29%-39.4pp |
| Employer contribution / active EE | $2,462 | $2,420+1.7% | $3,418-28.0% | $2,234+10.2% |
| Participant deferral / active EE | $8,687 | $6,537+32.9% | $6,270+38.6% | $3,805+128.3% |
| Admin fee / account holder | $187 | $145+28.5% | $8,081-97.7% | $158+18.3% |