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 | $15,494 |
ASHTON YOUNG INC1+ years Filed as: ASHTON YOUNG, INC Service code 33 · EIN 38-1617113 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $61,828 | $63,905-3.3% | $74,183-16.7% | $57,658+7.2% |
| Participation rate | 73.8% | 79.8%-6.0pp | 76.6%-2.8pp | 70.2%+3.6pp |
| Annual return | 6.52% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,172 | $1,840-36.3% | $2,370-50.5% | $1,974-40.6% |
| Participant deferral / active EE | $2,326 | $3,448-32.5% | $3,550-34.5% | $3,061-24.0% |
| Admin fee / account holder | $49 | $91-45.7% | $5,586-99.1% | $95-47.7% |