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 | $46,759 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $765 |
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 | $88,645 | $69,305+27.9% | $82,313+7.7% | $69,631+27.3% |
| Participation rate | 97.1% | 80.3%+16.9pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 18.02% | 21.47%-3.4pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,522 | $1,887+86.7% | $2,428+45.0% | $2,032+73.3% |
| Participant deferral / active EE | $7,186 | $3,568+101.4% | $3,706+93.9% | $3,224+122.9% |
| Admin fee / account holder | $61 | $97-36.9% | $5,608-98.9% | $110-44.5% |