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 42-0127290 | Contract Administrator | $10,327 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 | Other Services | $8,695 |
Service code 49 · EIN 20-4785962 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,364 | $69,362-64.9% | $101,248-75.9% | $73,488-66.8% |
| Participation rate | 73.7% | 68.4%+5.3pp | 75.8%-2.1pp | 70.7%+3.0pp |
| Annual return | 22.87% | 18.46%+4.4pp | 46.47%-23.6pp | 28.51%-5.6pp |
| Employer contribution / active EE | $902 | $2,628-65.7% | $3,660-75.3% | $2,270-60.3% |
| Participant deferral / active EE | $5,128 | $3,300+55.4% | $4,370+17.3% | $3,740+37.1% |
| Admin fee / account holder | $69 | $704-90.1% | $5,945-98.8% | $513-86.5% |