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 5-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 26 · EIN 26-0058143 | Advisory (Participants) | $127,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $73,952 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $22,550 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $20,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,511 | $67,512-57.8% | $185,823-84.7% | $93,030-69.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 12.35% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.3pp |
| Employer contribution / active EE | $58 | $1,783-96.8% | $5,167-98.9% | $2,706-97.9% |
| Participant deferral / active EE | $3,208 | $3,035+5.7% | $5,568-42.4% | $4,562-29.7% |
| Admin fee / account holder | $59 | $318-81.6% | $16,237-99.6% | $152-61.4% |