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 | $2,516 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
WOODBURY FINANCIAL SERVICES2+ years Service code 33 · EIN 41-0944586 | Securities brokerage commissions and ... | $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 | $45,623 | $51,244-11.0% | $80,975-43.7% | $55,167-17.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 7.73% | 17.39%-9.7pp | 17.10%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,032 | $4,418+36.5% | $5,696+5.9% | $3,054+97.5% |
| Admin fee / account holder | $33 | $398-91.8% | $5,516-99.4% | $504-93.5% |