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, LLC7+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $306,089 |
WESTBERG EISCHENS, PLLP7+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $45,000 |
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 | $33,258 | $106,236-68.7% | $112,228-70.4% | $64,808-48.7% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.1%+3.5pp | 71.5%+7.1pp |
| Annual return | -16.51% | -6.02%-10.5pp | 27.45%-44.0pp | 32.82%-49.3pp |
| Employer contribution / active EE | $5,372 | $3,166+69.7% | $3,635+47.8% | $2,506+114.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $364 | $452-19.3% | $6,410-94.3% | $188+94.0% |