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 | $88,616 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $31,194 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS 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 | $80,389 | $78,419+2.5% | $133,956-40.0% | $73,409+9.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 14.15% | 33.35%-19.2pp | 45.09%-30.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,704 | $2,044+32.3% | $3,919-31.0% | $2,234+21.1% |
| Participant deferral / active EE | $5,374 | $3,925+36.9% | $5,048+6.5% | $3,805+41.2% |
| Admin fee / account holder | $204 | $161+26.3% | $8,927-97.7% | $158+29.0% |