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 | $201,412 |
SYNOVUS TRUST COMPANY N.A.3 years Service code 14 · EIN 58-2146977 | Plan Administrator | $95,062 |
ROBINSON, GRIMES, & COMPANY5 years Service code 10 · EIN 58-1374304 | Accounting | $22,154 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,218 | $72,254+83.0% | $86,677+52.5% | $64,808+104.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -24.70% | 392.42%-417.1pp | 35.91%-60.6pp | 32.82%-57.5pp |
| Employer contribution / active EE | $6,599 | $2,393+175.8% | $2,836+132.7% | $2,506+163.4% |
| Participant deferral / active EE | $7,710 | $4,658+65.5% | $4,656+65.6% | $4,310+78.9% |
| Admin fee / account holder | $523 | $174+200.7% | $7,493-93.0% | $188+178.4% |