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 9-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 |
|---|---|---|
PRUCO SECURITIES, LLC4+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $225,839 |
WESTBERG EISCHENS, PLLP4+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $35,235 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $27,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,246 | $66,601-39.6% | $92,893-56.7% | $67,579-40.4% |
| Participation rate | 76.2% | 72.5%+3.7pp | 76.0%+0.2pp | 71.3%+5.0pp |
| Annual return | 21.18% | 92.58%-71.4pp | 109.41%-88.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,415 | $2,775+59.1% | $3,653+20.9% | $2,148+105.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $374 | $199+88.2% | $5,794-93.5% | $142+163.1% |