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 5-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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $66,512 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,724 |
CARVER FLOREK & JAMES CPA'S2+ years Service code 10 · EIN 52-2408237 | Accounting | $9,300 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Filed as: PRUDENTIAL RETIREMET NSURANCE AND Service code 15 · EIN 06-1050034 | 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 | $68,156 | $55,125+23.6% | $109,895-38.0% | $86,799-21.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 74.2%+25.8pp | 72.3%+27.7pp |
| Annual return | 14.02% | 26.20%-12.2pp | 29.45%-15.4pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,974 | $1,558+90.9% | $2,842+4.6% | $2,405+23.6% |
| Participant deferral / active EE | $4,114 | $3,337+23.3% | $4,048+1.6% | $4,131-0.4% |
| Admin fee / account holder | $164 | $141+16.6% | $6,066-97.3% | $170-3.1% |