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, LLC9+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $303,702 |
WESTBERG EISCHENS, PLLP9+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $51,630 |
ASCENSUS LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $23,590 |
STINSON LEONARD STREET4 years Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $5,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,308 | $241,101-82.0% | $103,333-58.1% | $199,593-78.3% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.5%+24.5pp | 72.0%+27.0pp |
| Annual return | 9.72% | 17.80%-8.1pp | 24.88%-15.2pp | 34.25%-24.5pp |
| Employer contribution / active EE | $3,244 | $4,244-23.6% | $3,868-16.1% | $3,034+6.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $374 | $288+30.1% | $8,355-95.5% | $269+39.2% |