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 |
|---|---|---|
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $9,262 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,905 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,760 | $51,175+618.6% | $70,515+421.5% | $75,163+389.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 20.32% | 30.02%-9.7pp | 32.77%-12.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $13,375 | $1,826+632.4% | $2,973+349.8% | $2,670+401.0% |
| Participant deferral / active EE | $16,728 | $2,849+487.1% | $4,567+266.3% | $4,125+305.5% |
| Admin fee / account holder | $110 | $4,091-97.3% | $6,412-98.3% | $5,651-98.1% |