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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $88,073 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,750 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY Service code 99 · EIN 47-0625816 | Other Fees | $7,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $212,086 | $99,957+112.2% | $149,696+41.7% | $73,488+188.6% |
| Participation rate | 87.7% | 75.7%+12.0pp | 82.5%+5.2pp | 70.7%+17.0pp |
| Annual return | 14.46% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $9,126 | $3,191+186.0% | $4,644+96.5% | $2,270+302.0% |
| Participant deferral / active EE | $9,395 | $6,073+54.7% | $6,842+37.3% | $3,740+151.2% |
| Admin fee / account holder | $622 | $551+12.9% | $9,309-93.3% | $513+21.1% |