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 OF Service code 13 · EIN 22-1211670 | Contract Administrator | $387,636 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,291 |
FOLEY & LARDNER LLP2 years Filed as: FOLEY & LARDNER, LLP Service code 29 · EIN 39-0473800 | Legal | $17,893 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,298 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,334 | $136,310-27.9% | $98,439-0.1% | $103,482-5.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 75.2%+24.8pp | 73.3%+26.7pp |
| Annual return | 16.60% | 19.67%-3.1pp | 21.16%-4.6pp | 33.11%-16.5pp |
| Employer contribution / active EE | $3,563 | $4,714-24.4% | $3,048+16.9% | $3,208+11.1% |
| Participant deferral / active EE | $6,514 | $7,358-11.5% | $4,738+37.5% | $5,207+25.1% |
| Admin fee / account holder | $77 | $76+1.5% | $8,948-99.1% | $114-32.3% |