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 | $448,483 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,157 | $33,283-45.4% | $77,482-76.6% | $93,223-80.5% |
| Participation rate | 100.0% | 33.8%+66.2pp | 54.2%+45.8pp | 74.9%+25.1pp |
| Annual return | 11.74% | 16.24%-4.5pp | 54.79%-43.0pp | 19.29%-7.5pp |
| Employer contribution / active EE | $962 | $311+208.9% | $986-2.5% | $2,680-64.1% |
| Participant deferral / active EE | $1,764 | $886+99.0% | $1,861-5.2% | $4,563-61.4% |
| Admin fee / account holder | $57 | $97-41.3% | $2,858-98.0% | $79-28.1% |