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 |
|---|---|---|
DONNELLY WEALTH ADVISORS INC3 years Filed as: RR DONNELLY & SONS COMPANY Service code 49 · EIN 06-1050034 | Other Services | $32,681 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $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 | $56,879 | $63,259-10.1% | $178,490-68.1% | $93,223-39.0% |
| Participation rate | 76.2% | 72.1%+4.0pp | 81.9%-5.8pp | 74.9%+1.3pp |
| Annual return | 15.97% | 19.93%-4.0pp | 151.07%-135.1pp | 19.29%-3.3pp |
| Employer contribution / active EE | $2,006 | $1,865+7.6% | $5,011-60.0% | $2,680-25.1% |
| Participant deferral / active EE | $2,786 | $3,372-17.4% | $5,202-46.4% | $4,563-39.0% |
| Admin fee / account holder | $47 | $58-18.1% | $13,984-99.7% | $79-40.0% |