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 | $474,330 |
THE PFE GROUP1 year Service code 15 · EIN 71-1036677 | Recordkeeping | $90,221 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 | Accounting | $11,300 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $124,824 | $127,481-2.1% | $149,696-16.6% | $90,288+38.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 16.64% | 57.78%-41.1pp | 276.60%-260.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $4,206 | $3,448+22.0% | $4,644-9.4% | $2,524+66.6% |
| Participant deferral / active EE | $8,540 | $6,975+22.4% | $6,842+24.8% | $4,232+101.8% |
| Admin fee / account holder | $109 | $152-28.4% | $9,309-98.8% | $114-4.8% |