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 | $357,047 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,810 | $27,322-45.8% | $74,701-80.2% | $82,204-82.0% |
| Participation rate | 100.0% | 31.7%+68.3pp | 54.5%+45.5pp | 73.4%+26.6pp |
| Annual return | 19.29% | 28.26%-9.0pp | 752.92%-733.6pp | 26.31%-7.0pp |
| Employer contribution / active EE | $1,213 | $324+274.4% | $1,084+11.9% | $2,707-55.2% |
| Participant deferral / active EE | $2,127 | $909+134.0% | $1,964+8.3% | $4,246-49.9% |
| Admin fee / account holder | $39 | $86-54.8% | $3,333-98.8% | $76-48.5% |