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, LLC5+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $250,946 |
WESTBERG EISCHENS, PLLP5+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $40,363 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $24,691 |
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 | $47,904 | $91,517-47.7% | $101,248-52.7% | $73,409-34.7% |
| Participation rate | 74.7% | 73.8%+1.0pp | 75.8%-1.1pp | 72.2%+2.6pp |
| Annual return | 13.24% | 17.17%-3.9pp | 46.47%-33.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $4,252 | $2,877+47.8% | $3,660+16.2% | $2,234+90.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $419 | $216+94.3% | $5,945-92.9% | $158+165.7% |