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: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $2,226 |
Filed as: MORGAN STANLEY & CO LLC Service code 22 · EIN 13-2655998 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,591 | $69,362-44.4% | $101,248-61.9% | $73,488-47.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 8.52% | 18.46%-9.9pp | 46.47%-37.9pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,422 | $2,628-45.9% | $3,660-61.1% | $2,270-37.4% |
| Participant deferral / active EE | $3,228 | $3,300-2.2% | $4,370-26.1% | $3,740-13.7% |
| Admin fee / account holder | $23 | $704-96.8% | $5,945-99.6% | $513-95.5% |