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 | $48,938 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,239 |
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 | $83,308 | $65,118+27.9% | $76,768+8.5% | $55,725+49.5% |
| Participation rate | 98.9% | 79.6%+19.3pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | -5.37% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,869 | $1,941+99.3% | $2,485+55.7% | $2,078+86.2% |
| Participant deferral / active EE | $7,893 | $3,688+114.0% | $3,852+104.9% | $3,356+135.2% |
| Admin fee / account holder | $136 | $116+17.3% | $6,675-98.0% | $115+18.0% |