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 6-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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $7,770 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,655 | $56,629-75.9% | $77,999-82.5% | $55,167-75.2% |
| Participation rate | 78.6% | 73.3%+5.3pp | 75.5%+3.0pp | 69.0%+9.6pp |
| Annual return | -38.58% | 2866.98%-2905.6pp | 425.96%-464.5pp | 169.23%-207.8pp |
| Employer contribution / active EE | $1,299 | $1,723-24.6% | $2,470-47.4% | $1,963-33.8% |
| Participant deferral / active EE | $1,539 | $2,777-44.6% | $3,497-56.0% | $3,054-49.6% |
| Admin fee / account holder | $81 | $467-82.7% | $5,480-98.5% | $504-84.0% |