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 13 · EIN 06-1050034 | Contract Administrator | $1,695,159 |
Filed as: PRUDENTIAL INSURANCE CO Service code 99 · EIN 22-1211670 | Other Fees | $820,708 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $718,158 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $312,501 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $22,000 |
Service code 38 · EIN 54-0880197 | Participant Communication | $11,191 |
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 | $71,482 | $80,242-10.9% | $119,609-40.2% | $89,394-20.0% |
| Participation rate | 99.3% | 78.3%+21.0pp | 79.3%+20.0pp | 71.3%+28.0pp |
| Annual return | -15.65% | -12.97%-2.7pp | -14.97%-0.7pp | -11.89%-3.8pp |
| Employer contribution / active EE | $2,326 | $2,684-13.3% | $4,232-45.0% | $3,022-23.0% |
| Participant deferral / active EE | $5,700 | $4,686+21.6% | $5,602+1.7% | $5,123+11.3% |
| Admin fee / account holder | $57 | $66-13.8% | $10,323-99.4% | $79-28.0% |