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 06-1050034 | Contract Administrator | $28,164 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,322 | $23,119-29.4% | $71,086-77.0% | $75,289-78.3% |
| Participation rate | 35.1% | 36.3%-1.2pp | 54.7%-19.5pp | 72.4%-37.3pp |
| Annual return | -4.14% | -3.32%-0.8pp | 650.59%-654.7pp | -0.04%-4.1pp |
| Employer contribution / active EE | $234 | $399-41.4% | $1,088-78.5% | $2,405-90.3% |
| Participant deferral / active EE | $1,035 | $960+7.8% | $1,874-44.8% | $3,739-72.3% |
| Admin fee / account holder | $37 | $89-59.2% | $3,082-98.8% | $102-64.3% |