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 | $4,065 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,904 | $63,299+19.9% | $91,001-16.6% | $62,292+21.9% |
| Participation rate | 84.9% | 73.3%+11.6pp | 75.6%+9.3pp | 69.5%+15.4pp |
| Annual return | 13.03% | 20.99%-8.0pp | 4.60%+8.4pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,062 | $1,807+14.1% | $2,456-16.0% | $2,042+1.0% |
| Participant deferral / active EE | $4,116 | $2,943+39.9% | $3,547+16.0% | $3,169+29.9% |
| Admin fee / account holder | $22 | $468-95.3% | $5,417-99.6% | $479-95.4% |