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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $560 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $155,076 | $127,386+21.7% | $115,037+34.8% | $125,391+23.7% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 6.21% | 31.28%-25.1pp | 26.14%-19.9pp | 282.22%-276.0pp |
| Employer contribution / active EE | $5,844 | $5,166+13.1% | $4,608+26.8% | $4,866+20.1% |
| Participant deferral / active EE | $29,251 | $6,423+355.4% | $6,026+385.4% | $5,352+446.6% |
| Admin fee / account holder | $163 | $9,516-98.3% | $8,175-98.0% | $9,540-98.3% |