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: THE PRUDENTIAL INSURANCE COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $12,080 |
HANTZ FINANCIAL SERVICES INC2 years Service code 22 · EIN 38-3431708 | Insurance Broker | $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 | $43,970 | $52,639-16.5% | $185,117-76.2% | $62,292-29.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.40% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,905 | $1,483+28.5% | $4,182-54.4% | $2,042-6.7% |
| Participant deferral / active EE | $4,456 | $3,097+43.9% | $5,045-11.7% | $3,169+40.6% |
| Admin fee / account holder | $15 | $374-96.0% | $8,159-99.8% | $479-96.9% |