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 | $31,509 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $30 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,975 | $155,795-43.5% | $136,294-35.5% | $69,631+26.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.50% | 232464.33%-232450.8pp | 5155.94%-5142.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $5,046 | $2,991+68.7% | $4,695+7.5% | $2,032+148.3% |
| Participant deferral / active EE | $4,486 | $5,394-16.8% | $6,247-28.2% | $3,224+39.2% |
| Admin fee / account holder | $52 | $128-59.5% | $9,243-99.4% | $110-53.0% |