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 27 · EIN 82-1646066 | Advisory (Plan) | $46,476 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,635 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,644 | $47,977+101.4% | $154,107-37.3% | $56,287+71.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.61% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,552 | $2,169+109.9% | $5,298-14.1% | $2,111+115.6% |
| Participant deferral / active EE | $4,893 | $2,392+104.6% | $5,081-3.7% | $3,350+46.1% |
| Admin fee / account holder | $822 | $438+87.5% | $13,411-93.9% | $521+57.7% |