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: RAYOND AMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,000 |
SELDEN FOX, LTD.3 years Filed as: SELDEN FOX, LTD Service code 10 · EIN 36-2985770 | Accounting | $11,850 |
Filed as: PRUDENTIAL RETIREMENT INSURANCEAND Service code 13 · EIN 06-1050034 | Contract Administrator | $1,339 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $149,235 | $91,552+63.0% | $133,956+11.4% | $79,858+86.9% |
| Participation rate | 91.8% | 73.3%+18.4pp | 79.8%+11.9pp | 69.6%+22.1pp |
| Annual return | 13.47% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,191 | $2,384-8.1% | $3,919-44.1% | $2,471-11.3% |
| Participant deferral / active EE | $9,039 | $3,733+142.1% | $5,048+79.1% | $3,740+141.7% |
| Admin fee / account holder | $279 | $6,321-95.6% | $8,927-96.9% | $5,306-94.7% |