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 | $78,532 |
SOREN MCADAM5 years Service code 10 · EIN 77-0549163 | Accounting | $13,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,039 | $50,956+108.1% | $96,562+9.8% | $86,799+22.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 15.29% | 21.27%-6.0pp | 37.78%-22.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $7 | $1,111-99.4% | $2,356-99.7% | $2,405-99.7% |
| Participant deferral / active EE | $7,546 | $2,954+155.5% | $3,849+96.1% | $4,131+82.7% |
| Admin fee / account holder | $110 | $166-33.7% | $6,181-98.2% | $170-35.1% |