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 | $155,660 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,924 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $55,242 | $62,543-11.7% | $83,333-33.7% | $55,725-0.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -5.18% | 14.85%-20.0pp | 10.63%-15.8pp | 244.93%-250.1pp |
| Employer contribution / active EE | $813 | $2,427-66.5% | $3,379-75.9% | $2,078-60.9% |
| Participant deferral / active EE | $5,503 | $5,682-3.1% | $5,565-1.1% | $3,356+64.0% |
| Admin fee / account holder | $217 | $103+110.4% | $7,510-97.1% | $115+88.3% |