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 |
|---|---|---|
DAVENPORT & COMPANY LLC2 years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $62,392 |
Filed as: PRUDENTIALRETIREMENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $10,257 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $990 |
Service code 15 | Recordkeeping | $0 |
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 | $93,982 | $72,254+30.1% | $86,677+8.4% | $64,808+45.0% |
| Participation rate | 90.2% | 80.4%+9.8pp | 76.6%+13.6pp | 71.5%+18.7pp |
| Annual return | -10.22% | 392.42%-402.6pp | 35.91%-46.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $1,758 | $2,393-26.5% | $2,836-38.0% | $2,506-29.8% |
| Participant deferral / active EE | $4,689 | $4,658+0.7% | $4,656+0.7% | $4,310+8.8% |
| Admin fee / account holder | $192 | $174+10.5% | $7,493-97.4% | $188+2.3% |