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 | $5,850 |
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 | $85,231 | $47,922+77.9% | $75,886+12.3% | $65,185+30.8% |
| Participation rate | 98.2% | 63.0%+35.3pp | 69.3%+29.0pp | 70.2%+28.0pp |
| Annual return | 18.80% | 24.12%-5.3pp | 30.76%-12.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,952 | $1,557+25.4% | $2,500-21.9% | $2,177-10.3% |
| Participant deferral / active EE | $3,888 | $2,550+52.5% | $3,603+7.9% | $3,514+10.7% |
| Admin fee / account holder | $19 | $532-96.4% | $5,418-99.6% | $847-97.7% |