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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $30,925 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,013 | $66,528-69.9% | $86,874-77.0% | $86,799-76.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 27.84% | 19.56%+8.3pp | 63.52%-35.7pp | 97.91%-70.1pp |
| Employer contribution / active EE | $1,280 | $2,007-36.2% | $2,495-48.7% | $2,405-46.8% |
| Participant deferral / active EE | $509 | $3,240-84.3% | $3,699-86.2% | $4,131-87.7% |
| Admin fee / account holder | $36 | $148-75.7% | $5,828-99.4% | $170-78.8% |