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 27 · EIN 20-8874282 | Advisory (Plan) | $57,371 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,665 |
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 | $89,951 | $62,543+43.8% | $83,333+7.9% | $55,725+61.4% |
| Participation rate | 98.8% | 78.4%+20.4pp | 77.8%+21.1pp | 70.9%+28.0pp |
| Annual return | -3.42% | 14.85%-18.3pp | 10.63%-14.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,474 | $2,427+1.9% | $3,379-26.8% | $2,078+19.1% |
| Participant deferral / active EE | $8,255 | $5,682+45.3% | $5,565+48.3% | $3,356+146.0% |
| Admin fee / account holder | $71 | $103-31.1% | $7,510-99.1% | $115-38.3% |