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 | $12,415 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $67,750 | $46,173+46.7% | $170,442-60.3% | $69,631-2.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.76% | 21.62%-5.9pp | 205.93%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $2,926 | $1,610+81.8% | $5,433-46.1% | $2,032+44.0% |
| Participant deferral / active EE | $4,749 | $2,080+128.3% | $4,939-3.9% | $3,224+47.3% |
| Admin fee / account holder | $19 | $116-83.7% | $13,880-99.9% | $110-82.9% |