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 |
|---|---|---|
SOREN MCADAM4 years Service code 15 · EIN 77-0549163 | Recordkeeping | $12,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $6,331 |
Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,202 | $64,286+59.0% | $90,951+12.4% | $73,409+39.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 12.68% | 21.45%-8.8pp | 134.60%-121.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,393 | $2,453+201.4% | $3,373+119.2% | $3,805+94.3% |
| Admin fee / account holder | $24 | $287-91.6% | $5,959-99.6% | $158-84.7% |