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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $34,623 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $21,000 |
Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,543 | $52,293+101.8% | $178,490-40.9% | $73,409+43.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 9.94% | 34.75%-24.8pp | 151.07%-141.1pp | 59.29%-49.4pp |
| Employer contribution / active EE | $3,541 | $1,735+104.0% | $5,011-29.3% | $2,234+58.5% |
| Participant deferral / active EE | $4,715 | $2,332+102.2% | $5,202-9.4% | $3,805+23.9% |
| Admin fee / account holder | $177 | $127+39.1% | $13,984-98.7% | $158+12.2% |