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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $125,795 |
Filed as: PRUDENTIAL RETIREMENT AND Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $77,865 | $155,795-50.0% | $136,294-42.9% | $69,631+11.8% |
| Participation rate | 98.0% | 75.2%+22.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 21.62% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $2,335 | $2,991-21.9% | $4,695-50.3% | $2,032+14.9% |
| Participant deferral / active EE | $6,215 | $5,394+15.2% | $6,247-0.5% | $3,224+92.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |