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 |
|---|---|---|
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $5,348 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,460 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $74,261 | $32,425+129.0% | $74,583-0.4% | $55,167+34.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 7.23% | 10.63%-3.4pp | 20.47%-13.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,222 | $1,043+113.0% | $2,525-12.0% | $1,963+13.2% |
| Participant deferral / active EE | $6,688 | $1,995+235.2% | $3,458+93.4% | $3,054+119.0% |
| Admin fee / account holder | $12 | $748-98.4% | $4,138-99.7% | $504-97.7% |