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 | $27,076 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $21,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,790 | $29,369-15.6% | $77,482-68.0% | $73,409-66.2% |
| Participation rate | 32.8% | 37.9%-5.2pp | 54.2%-21.4pp | 72.2%-39.4pp |
| Annual return | 13.66% | 358.15%-344.5pp | 54.79%-41.1pp | 59.29%-45.6pp |
| Employer contribution / active EE | $277 | $406-31.8% | $986-71.9% | $2,234-87.6% |
| Participant deferral / active EE | $1,557 | $941+65.5% | $1,861-16.3% | $3,805-59.1% |
| Admin fee / account holder | $73 | $123-40.1% | $2,858-97.4% | $158-53.5% |