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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,350 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $294 |
ABD RETIREMENT SERVICES INC3+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 33 · EIN 80-0833114 | Securities brokerage; Securities brok... | $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 | $128,764 | $67,606+90.5% | $82,313+56.4% | $70,131+83.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.73% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,037 | $2,987+336.5% | $3,706+251.8% | $3,332+291.3% |
| Admin fee / account holder | $17 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |