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 7-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $624,607 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG FBO M & T Service code 10 · EIN 34-6565596 | Accounting | $77,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,337 | $43,471-14.1% | $74,701-50.0% | $89,569-58.3% |
| Participation rate | 62.7% | 36.3%+26.4pp | 54.5%+8.2pp | 69.6%-6.9pp |
| Annual return | 128.39% | 24.97%+103.4pp | 752.92%-624.5pp | 34.56%+93.8pp |
| Employer contribution / active EE | $518 | $554-6.4% | $1,084-52.2% | $2,584-80.0% |
| Participant deferral / active EE | $1,411 | $1,177+19.9% | $1,964-28.1% | $4,220-66.6% |
| Admin fee / account holder | $63 | $74-15.1% | $3,333-98.1% | $72-12.5% |