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 15 · EIN 06-1050034 | Recordkeeping | $11,135 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $51,921 | $71,666-27.6% | $117,854-55.9% | $69,631-25.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 17.33% | 18.86%-1.5pp | 335.08%-317.7pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,434 | $1,889-24.1% | $3,786-62.1% | $2,032-29.4% |
| Participant deferral / active EE | $4,160 | $3,340+24.6% | $4,482-7.2% | $3,224+29.0% |
| Admin fee / account holder | $25 | $120-78.9% | $8,020-99.7% | $110-77.0% |