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 | $1,670 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
SIGMA FINANCIAL CORPORATION2+ years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,266 | $52,884+112.3% | $84,750+32.5% | $55,167+103.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.27% | 18.03%-10.8pp | 22.78%-15.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $11,063 | $2,233+395.3% | $3,574+209.5% | $1,963+463.7% |
| Participant deferral / active EE | $5,961 | $2,644+125.5% | $3,712+60.6% | $3,054+95.2% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.9% |