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 | $97,652 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $22,239 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $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 | $58,886 | $62,267-5.4% | $110,238-46.6% | $55,725+5.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -6.14% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,548 | $1,941+31.2% | $3,826-33.4% | $2,078+22.6% |
| Participant deferral / active EE | $5,195 | $3,516+47.7% | $4,672+11.2% | $3,356+54.8% |
| Admin fee / account holder | $242 | $121+100.3% | $8,547-97.2% | $115+110.2% |