See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUNDENTIAL INSURANCE AGENCY Service code 17 | Pension Consulting | $11,815 |
Filed as: PRUDENTIAL INSURANCE AGENCY Service code 16 · EIN 36-4576911 | Consulting | $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 | $33,673 | $39,948-15.7% | $89,391-62.3% | $73,409-54.1% |
| Participation rate | 39.2% | 50.4%-11.2pp | 68.0%-28.7pp | 72.2%-32.9pp |
| Annual return | 18.73% | 50.12%-31.4pp | 245.62%-226.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $761 | $1,200-36.6% | $2,586-70.6% | $2,234-65.9% |
| Participant deferral / active EE | $1,283 | $2,193-41.5% | $3,890-67.0% | $3,805-66.3% |
| Admin fee / account holder | $12 | $134-91.3% | $4,881-99.8% | $158-92.6% |