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 | $16,100 |
ASHTON YOUNG INC2+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,736 | $69,305-12.4% | $82,313-26.2% | $69,631-12.8% |
| Participation rate | 84.2% | 80.3%+4.0pp | 76.9%+7.3pp | 70.7%+13.6pp |
| Annual return | 11.94% | 21.47%-9.5pp | 25.88%-13.9pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,367 | $1,887-27.5% | $2,428-43.7% | $2,032-32.7% |
| Participant deferral / active EE | $2,602 | $3,568-27.1% | $3,706-29.8% | $3,224-19.3% |
| Admin fee / account holder | $17 | $97-82.5% | $5,608-99.7% | $110-84.6% |