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 INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $91,005 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $65,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,740 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $484 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,445 | $100,801+30.4% | $149,696-12.2% | $73,409+79.1% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 23.64% | 265.34%-241.7pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $2,450 | $3,312-26.0% | $4,644-47.3% | $2,234+9.7% |
| Participant deferral / active EE | $8,307 | $6,404+29.7% | $6,842+21.4% | $3,805+118.3% |
| Admin fee / account holder | $137 | $181-24.2% | $9,309-98.5% | $158-13.2% |