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 | $150,539 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,362 | $54,281-55.1% | $60,547-59.8% | $59,188-58.8% |
| Participation rate | 84.3% | 66.8%+17.5pp | 68.0%+16.3pp | 69.4%+14.8pp |
| Annual return | 1.92% | 1.74%+0.2pp | 335.64%-333.7pp | 5.51%-3.6pp |
| Employer contribution / active EE | $929 | $2,031-54.3% | $2,419-61.6% | $2,098-55.7% |
| Participant deferral / active EE | $2,766 | $2,789-0.8% | $3,328-16.9% | $3,265-15.3% |
| Admin fee / account holder | $87 | $64+34.7% | $4,536-98.1% | $92-5.8% |