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 | $47,595 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,067 |
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 | $114,798 | $73,404+56.4% | $87,100+31.8% | $67,579+69.9% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 21.16% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,042 | $2,014+100.7% | $2,521+60.3% | $2,148+88.2% |
| Participant deferral / active EE | $8,639 | $3,913+120.8% | $4,049+113.4% | $3,539+144.1% |
| Admin fee / account holder | $119 | $142-16.2% | $7,497-98.4% | $142-16.6% |