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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,210 |
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES LLC Service code 33 · EIN 20-5817590 | Securities brokerage commissions and ... | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,826 | $73,404+71.4% | $87,100+44.5% | $67,579+86.2% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.9%+12.1pp | 71.3%+17.7pp |
| Annual return | 17.21% | 48.29%-31.1pp | 28.19%-11.0pp | 378.56%-361.3pp |
| Employer contribution / active EE | $1,593 | $2,014-20.9% | $2,521-36.8% | $2,148-25.8% |
| Participant deferral / active EE | $4,460 | $3,913+14.0% | $4,049+10.2% | $3,539+26.0% |
| Admin fee / account holder | $41 | $142-71.1% | $7,497-99.5% | $142-71.2% |