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 | $26,621 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $24,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,216 | $98,750+131.1% | $149,696+52.5% | $79,858+185.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.06% | 27.43%-6.4pp | 276.60%-255.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $9,575 | $3,216+197.7% | $4,644+106.2% | $2,471+287.5% |
| Participant deferral / active EE | $19,867 | $5,680+249.8% | $6,842+190.4% | $3,740+431.2% |
| Admin fee / account holder | $352 | $6,053-94.2% | $9,309-96.2% | $5,306-93.4% |