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 8-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: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $279,580 |
LISKOW & LEWIS1 year Service code 29 · EIN 72-1134245 | Legal | $136,126 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $114,184 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $112,875 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $105,943 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $61,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,423 | $114,195+31.7% | $106,548+41.2% | $93,030+61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 14.93% | 22.18%-7.2pp | 26.80%-11.9pp | 158.70%-143.8pp |
| Employer contribution / active EE | $6,181 | $4,009+54.2% | $2,819+119.3% | $2,706+128.4% |
| Participant deferral / active EE | $7,557 | $5,908+27.9% | $4,398+71.8% | $4,562+65.6% |
| Admin fee / account holder | $174 | $105+66.2% | $7,407-97.7% | $152+14.7% |