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 7-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 | $2,382,197 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,557,568 |
Filed as: PRUDENTIAL BANK AND TRUST Service code 28 · EIN 58-1861313 | Investment Management | $751,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,463 | $121,259+6.8% | $162,163-20.2% | $89,569+44.5% |
| Participation rate | 89.9% | 90.0%-0.1pp | 87.6%+2.4pp | 69.6%+20.4pp |
| Annual return | 66.04% | 22.23%+43.8pp | 115.59%-49.5pp | 34.56%+31.5pp |
| Employer contribution / active EE | $2,614 | $4,435-41.1% | $5,614-53.4% | $2,584+1.2% |
| Participant deferral / active EE | $4,544 | $6,620-31.4% | $7,298-37.7% | $4,220+7.7% |
| Admin fee / account holder | $33 | $101-67.5% | $10,843-99.7% | $72-54.2% |