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 | $4,340 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
SECURITIES AMERICA INC1 year Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 33 · EIN 62-1152936 | Securities brokerage commissions and ... | $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 | $160,339 | $58,879+172.3% | $178,490-10.2% | $73,488+118.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.06% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $3,282 | $2,236+46.8% | $5,011-34.5% | $2,270+44.6% |
| Participant deferral / active EE | $5,185 | $2,567+102.0% | $5,202-0.3% | $3,740+38.7% |
| Admin fee / account holder | $16 | $400-96.1% | $13,984-99.9% | $513-96.9% |