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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $6,154 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $5,073 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,967 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $321,709 | $59,839+437.6% | $81,983+292.4% | $79,858+302.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 19.96% | 17.56%+2.4pp | 41.31%-21.3pp | 31.71%-11.8pp |
| Employer contribution / active EE | $12,403 | $1,713+623.8% | $2,498+396.5% | $2,471+402.0% |
| Participant deferral / active EE | $16,530 | $2,695+513.3% | $3,722+344.1% | $3,740+342.0% |
| Admin fee / account holder | $116 | $4,287-97.3% | $5,664-98.0% | $5,306-97.8% |