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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $169,480 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $65,000 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $16,800 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $145,184 | $104,317+39.2% | $159,436-8.9% | $86,799+67.3% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 14.29% | 26.32%-12.0pp | 263.57%-249.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,200 | $3,451-7.3% | $4,829-33.7% | $2,405+33.0% |
| Participant deferral / active EE | $8,886 | $6,837+30.0% | $7,352+20.9% | $4,131+115.1% |
| Admin fee / account holder | $187 | $172+8.8% | $10,799-98.3% | $170+10.6% |