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 10-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 37 · EIN 06-1050034 | Loan Processing | $700 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $635 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,920 | $95,918+40.7% | $151,611-11.0% | $77,904+73.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -16.17% | -5.50%-10.7pp | 3.33%-19.5pp | 12.21%-28.4pp |
| Employer contribution / active EE | $10,088 | $4,330+133.0% | $6,166+63.6% | $2,848+254.3% |
| Participant deferral / active EE | $9,172 | $7,508+22.2% | $8,363+9.7% | $4,806+90.8% |
| Admin fee / account holder | $68 | $93-27.6% | $11,616-99.4% | $133-49.0% |