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 | $9,992 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Participant contribution per participant 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.
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 | $13,556 | $74,347-81.8% | $93,606-85.5% | $67,579-79.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 34.44% | 28.07%+6.4pp | 32.76%+1.7pp | 378.56%-344.1pp |
| Employer contribution / active EE | $710 | $2,583-72.5% | $2,718-73.9% | $2,148-66.9% |
| Participant deferral / active EE | $786 | $4,060-80.6% | $4,069-80.7% | $3,539-77.8% |
| Admin fee / account holder | $33 | $123-72.9% | $7,888-99.6% | $142-76.6% |