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 | $18,587 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,298 | $91,407+287.6% | $135,903+160.7% | $71,457+395.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.38% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $18,286 | $3,703+393.7% | $4,856+276.6% | $2,588+606.7% |
| Participant deferral / active EE | $7,554 | $7,092+6.5% | $7,758-2.6% | $4,289+76.1% |
| Admin fee / account holder | $71 | $1,266-94.4% | $10,762-99.3% | $1,587-95.5% |