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 | $3,570 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 33 · EIN 62-1152936 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $155,224 | $55,453+179.9% | $170,442-8.9% | $62,292+149.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.81% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $3,694 | $2,164+70.7% | $5,433-32.0% | $2,042+80.9% |
| Participant deferral / active EE | $4,415 | $2,303+91.7% | $4,939-10.6% | $3,169+39.3% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |