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 | $330,255 |
THE BOGDAHN GROUP2+ years Service code 16 · EIN 59-3676225 | Consulting | $59,298 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $160 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $31,918 | $37,213-14.2% | $156,549-79.6% | $63,975-50.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 7.20% | 47.89%-40.7pp | 32.23%-25.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,058 | $1,357-22.0% | $5,501-80.8% | $2,182-51.5% |
| Participant deferral / active EE | $2,689 | $2,070+29.9% | $4,871-44.8% | $3,356-19.9% |
| Admin fee / account holder | $76 | $56+34.2% | $13,027-99.4% | $70+7.3% |