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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $99,295 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,500 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGT, NWC 313-24576 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $6,907 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,872 | $64,311+36.6% | $110,238-20.3% | $75,289+16.7% |
| Participation rate | 58.9% | 79.3%-20.3pp | 79.8%-20.9pp | 72.4%-13.5pp |
| Annual return | -2.22% | -1.74%-0.5pp | 314.74%-317.0pp | -0.04%-2.2pp |
| Employer contribution / active EE | $1,653 | $2,404-31.2% | $3,826-56.8% | $2,405-31.3% |
| Participant deferral / active EE | $3,453 | $3,892-11.3% | $4,672-26.1% | $3,739-7.6% |
| Admin fee / account holder | $90 | $88+2.9% | $8,547-98.9% | $102-11.9% |