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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,553 |
SECURITIES AMERICA INC3 years Service code 33 · EIN 11-2551174 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,662 | $65,061+42.4% | $143,757-35.5% | $66,914+38.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.24% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,971 | $2,361+25.8% | $4,951-40.0% | $2,544+16.8% |
| Participant deferral / active EE | $4,463 | $2,919+52.9% | $5,637-20.8% | $4,237+5.3% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.6% |