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 | $200,076 |
SYNOVUS TRUST COMPANY N.A.4 years Service code 15 · EIN 58-2146977 | Recordkeeping | $95,000 |
ROBINSON, GRIMES, & COMPANY6 years Service code 10 · EIN 58-1374304 | Accounting | $24,850 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,023 | $99,078+2.0% | $96,544+4.6% | $74,419+35.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 23.44% | 22.48%+1.0pp | 25.84%-2.4pp | 34.38%-10.9pp |
| Employer contribution / active EE | $4,641 | $2,570+80.6% | $2,965+56.5% | $2,637+76.0% |
| Participant deferral / active EE | $5,524 | $4,933+12.0% | $4,851+13.9% | $4,528+22.0% |
| Admin fee / account holder | $327 | $225+45.4% | $8,252-96.0% | $348-6.1% |