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 | $315,700 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGT, NWC 31324576 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,665 | $73,125+22.6% | $125,175-28.4% | $77,787+15.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 29.55% | 24.71%+4.8pp | 43.79%-14.2pp | 32.57%-3.0pp |
| Employer contribution / active EE | $2,233 | $2,413-7.5% | $3,865-42.2% | $2,504-10.8% |
| Participant deferral / active EE | $4,640 | $3,966+17.0% | $4,937-6.0% | $3,967+17.0% |
| Admin fee / account holder | $138 | $89+54.1% | $9,702-98.6% | $100+37.6% |