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 | $145,981 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $77,206 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,537 | $69,231-14.0% | $91,989-35.3% | $67,579-11.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 23.55% | 32.03%-8.5pp | 69.02%-45.5pp | 378.56%-355.0pp |
| Employer contribution / active EE | $839 | $2,284-63.3% | $3,452-75.7% | $2,148-60.9% |
| Participant deferral / active EE | $5,811 | $5,854-0.7% | $5,923-1.9% | $3,539+64.2% |
| Admin fee / account holder | $243 | $107+125.9% | $7,743-96.9% | $142+70.5% |