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 | $56,097 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,235 | $84,784-3.0% | $98,439-16.5% | $74,419+10.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 13.38% | 20.59%-7.2pp | 21.16%-7.8pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,640 | $3,364-21.5% | $3,048-13.4% | $2,637+0.1% |
| Participant deferral / active EE | $5,519 | $5,218+5.8% | $4,738+16.5% | $4,528+21.9% |
| Admin fee / account holder | $169 | $204-17.4% | $8,948-98.1% | $348-51.4% |