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, LLC8+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $300,967 |
WESTBERG EISCHENS, PLLP8+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $51,100 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $30,944 |
STINSON LEONARD STREET3 years Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $8,862 |
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 | $39,423 | $92,971-57.6% | $96,683-59.2% | $74,419-47.0% |
| Participation rate | 79.3% | 71.5%+7.8pp | 74.3%+5.0pp | 70.7%+8.6pp |
| Annual return | 14.21% | 37.49%-23.3pp | 35.69%-21.5pp | 34.38%-20.2pp |
| Employer contribution / active EE | $5,625 | $3,426+64.2% | $3,737+50.5% | $2,637+113.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $375 | $633-40.7% | $6,730-94.4% | $348+7.9% |