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 13 · EIN 06-1050034 | Contract Administrator | $3,302 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,313 | $55,706+351.1% | $75,886+231.2% | $72,985+244.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.31% | 27.59%-4.3pp | 30.76%-7.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $11,638 | $1,687+590.0% | $2,500+365.5% | $2,440+377.0% |
| Participant deferral / active EE | $15,066 | $2,634+472.0% | $3,603+318.1% | $3,607+317.6% |
| Admin fee / account holder | $41 | $3,978-99.0% | $5,418-99.2% | $5,124-99.2% |