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 27 · EIN 04-3638035 | Advisory (Plan) | $48,124 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,801 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN, PC Service code 27 · EIN 22-2027092 | Advisory (Plan) | $16,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,155 | $105,860+54.1% | $90,749+79.8% | $134,475+21.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.34% | -11.01%-1.3pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $8,838 | $3,462+155.3% | $2,921+202.6% | $4,740+86.5% |
| Participant deferral / active EE | $18,899 | $5,216+262.4% | $4,564+314.1% | $6,400+195.3% |
| Admin fee / account holder | $605 | $13,938-95.7% | $8,445-92.8% | $11,426-94.7% |