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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANC AND Service code 13 · EIN 06-1050034 | Contract Administrator | $49,450 |
FARBER HASS HURLEY LLP6+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $21,450 |
Filed as: PENSIONMARK FINANCIAL GROUP LC Service code 16 · EIN 61-1758632 | Consulting | $9,648 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,354 | $105,190-83.5% | $98,907-82.5% | $90,288-80.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 16.55% | 18.52%-2.0pp | 196.43%-179.9pp | 53.97%-37.4pp |
| Employer contribution / active EE | $1,254 | $3,831-67.3% | $2,689-53.4% | $2,524-50.3% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $49 | $97-49.8% | $6,642-99.3% | $114-57.2% |