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 13 · EIN 06-1050034 | Contract Administrator | $15,629 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,523 | $65,376-9.0% | $87,100-31.7% | $65,185-8.7% |
| Participation rate | 61.8% | 75.3%-13.5pp | 76.9%-15.1pp | 70.2%-8.4pp |
| Annual return | 20.74% | 31.27%-10.5pp | 28.19%-7.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $678 | $1,822-62.8% | $2,521-73.1% | $2,177-68.9% |
| Participant deferral / active EE | $2,114 | $3,388-37.6% | $4,049-47.8% | $3,514-39.8% |
| Admin fee / account holder | $112 | $520-78.5% | $7,497-98.5% | $847-86.8% |