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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $36,214 |
WHITLEY PENN LLP5 years Service code 10 · EIN 75-2393478 | Accounting | $12,823 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,222 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,503 | $118,971+47.5% | $112,977+55.3% | $73,488+138.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 10.66% | 17.79%-7.1pp | 24.24%-13.6pp | 28.51%-17.8pp |
| Employer contribution / active EE | $5,284 | $4,091+29.2% | $4,255+24.2% | $2,270+132.8% |
| Participant deferral / active EE | $11,264 | $6,133+83.7% | $5,836+93.0% | $3,740+201.2% |
| Admin fee / account holder | $163 | $573-71.6% | $6,294-97.4% | $513-68.3% |