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 CO. Service code 28 · EIN 22-1211670 | Investment Management | $187,751 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $86,674 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $41,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,742 | $58,758+100.4% | $70,014+68.2% | $63,975+84.0% |
| Participation rate | 92.7% | 77.5%+15.2pp | 71.8%+20.8pp | 71.1%+21.5pp |
| Annual return | 6.11% | 18.05%-11.9pp | 12.99%-6.9pp | 48.65%-42.5pp |
| Employer contribution / active EE | $5,760 | $1,973+192.0% | $2,338+146.3% | $2,182+164.0% |
| Participant deferral / active EE | $6,278 | $2,912+115.6% | $2,931+114.2% | $3,356+87.1% |
| Admin fee / account holder | $13 | $71-82.1% | $4,380-99.7% | $70-82.0% |