See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC3 years Service code 13 · EIN 25-1395109 17TH FL 213W · NEWARD, NJ 07102 | Contract Administrator | $33,607 |
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $19,962 |
ALLIANCE BENEFIT GROUP3 years Service code 13 · EIN 76-0342548 7908 N SAM HOUSTON PKWY W SUITE 500 · HOUSTON, TX 77064 | Contract Administrator | $6,938 |
Filed as: CUSTOM BENEFIT OF HOUSTON Service code 13 · EIN 76-0342548 7908 N SAM HOUSTON PKWY W SUITE 500 · HOUSTON, TX 77064 | Contract Administrator | $5,072 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISES Service code 13 | Contract Administrator | $4,938 |
Filed as: IRON FIDUCIARY Service code 13 · EIN 99-9552241 | Contract Administrator | $2,236 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE LLC Service code 13 · EIN 25-1395109 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,746 | $45,031-20.6% | $84,966-57.9% | $77,643-54.0% |
| Participation rate | 58.5% | 48.7%+9.8pp | 67.5%-9.0pp | 70.6%-12.1pp |
| Annual return | 10.44% | 79.22%-68.8pp | 66.38%-55.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,291 | $1,609-19.8% | $2,727-52.7% | $2,726-52.6% |
| Participant deferral / active EE | $3,876 | $2,807+38.1% | $4,519-14.2% | $4,647-16.6% |
| Admin fee / account holder | $28 | $912-96.9% | $6,149-99.5% | $430-93.5% |