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 | $2,852 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,448 | $73,638+3.8% | $95,952-20.3% | $73,488+4.0% |
| Participation rate | 67.9% | 76.2%-8.2pp | 77.1%-9.1pp | 70.7%-2.7pp |
| Annual return | 12.67% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $755 | $1,863-59.5% | $2,541-70.3% | $2,270-66.7% |
| Participant deferral / active EE | $2,352 | $3,617-35.0% | $4,167-43.6% | $3,740-37.1% |
| Admin fee / account holder | $24 | $482-95.0% | $6,795-99.6% | $513-95.3% |