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 | $43,674 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,527 | $79,519+64.1% | $95,952+36.0% | $73,409+77.8% |
| Participation rate | 97.6% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 15.11% | 19.20%-4.1pp | 91.61%-76.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,870 | $2,048+89.0% | $2,541+52.3% | $2,234+73.3% |
| Participant deferral / active EE | $8,558 | $4,138+106.8% | $4,167+105.4% | $3,805+124.9% |
| Admin fee / account holder | $59 | $184-67.9% | $6,795-99.1% | $158-62.6% |