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 | $200,944 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $92,765 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $43,056 |
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 | $130,663 | $123,286+6.0% | $75,670+72.7% | $77,958+67.6% |
| Participation rate | 92.4% | 78.8%+13.6pp | 72.3%+20.0pp | 71.6%+20.7pp |
| Annual return | 12.44% | 20.45%-8.0pp | 27.34%-14.9pp | 20.87%-8.4pp |
| Employer contribution / active EE | $4,981 | $2,035+144.8% | $2,352+111.8% | $2,310+115.6% |
| Participant deferral / active EE | $5,987 | $3,095+93.4% | $3,142+90.5% | $3,537+69.3% |
| Admin fee / account holder | $15 | $144-89.9% | $5,800-99.7% | $97-85.1% |