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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $405 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
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 | $166,491 | $87,841+89.5% | $133,980+24.3% | $62,891+164.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.11% | 12.05%-7.9pp | 29.30%-25.2pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,485 | $3,483-57.4% | $5,211-71.5% | $2,281-34.9% |
| Participant deferral / active EE | $10,495 | $4,812+118.1% | $6,282+67.1% | $3,203+227.7% |
| Admin fee / account holder | $5 | $5,371-99.9% | $9,324-100.0% | $4,296-99.9% |