See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRIAC1 year Service code 49 · EIN 06-1050034 | Other Services | $111,051 |
NWK GROUP, INC.3 years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $65,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,331 | $56,503+84.6% | $70,092+48.8% | $64,808+61.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -14.77% | -13.44%-1.3pp | 190.73%-205.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $7,773 | $2,046+279.9% | $2,559+203.8% | $2,506+210.2% |
| Participant deferral / active EE | $8,091 | $3,389+138.7% | $3,849+110.2% | $4,310+87.7% |
| Admin fee / account holder | $229 | $160+42.7% | $6,267-96.3% | $188+21.8% |