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 4-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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCEAND Service code 13 · EIN 06-1050034 | Contract Administrator | $183,700 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $118,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,396 | $82,202-47.2% | $125,339-65.4% | $64,808-33.0% |
| Participation rate | 92.5% | 77.9%+14.7pp | 82.4%+10.2pp | 71.5%+21.1pp |
| Annual return | -15.27% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,268 | $3,615-64.9% | $4,814-73.6% | $2,506-49.4% |
| Participant deferral / active EE | $7,515 | $7,175+4.7% | $7,446+0.9% | $4,310+74.4% |
| Admin fee / account holder | $339 | $163+107.5% | $10,010-96.6% | $188+80.4% |