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 | $4,757 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 33 · EIN 62-1152936 | Securities brokerage commissions and ... | $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 | $143,869 | $47,977+199.9% | $154,107-6.6% | $56,287+155.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.92% | 3.54%-8.5pp | 735.12%-740.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,760 | $2,169+73.4% | $5,298-29.0% | $2,111+78.1% |
| Participant deferral / active EE | $4,839 | $2,392+102.3% | $5,081-4.8% | $3,350+44.5% |
| Admin fee / account holder | $17 | $438-96.1% | $13,411-99.9% | $521-96.7% |