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 | $3,595 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | 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 | $60,710 | $46,745+29.9% | $60,547+0.3% | $52,331+16.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -0.29% | 0.61%-0.9pp | 335.64%-335.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,511 | $1,259+20.1% | $2,419-37.5% | $1,882-19.7% |
| Participant deferral / active EE | $3,216 | $2,145+49.9% | $3,328-3.4% | $3,022+6.4% |
| Admin fee / account holder | $13 | $537-97.7% | $4,536-99.7% | $592-97.9% |