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 | $20,697 |
ASHTON YOUNG INC3+ 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 | $53,803 | $65,118-17.4% | $76,768-29.9% | $55,725-3.4% |
| Participation rate | 88.1% | 79.6%+8.4pp | 77.0%+11.1pp | 70.9%+17.2pp |
| Annual return | -4.22% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,630 | $1,941-16.0% | $2,485-34.4% | $2,078-21.6% |
| Participant deferral / active EE | $3,444 | $3,688-6.6% | $3,852-10.6% | $3,356+2.6% |
| Admin fee / account holder | $23 | $116-80.2% | $6,675-99.7% | $115-80.1% |