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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,454 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
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 | $206,281 | $62,132+232.0% | $185,823+11.0% | $73,488+180.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 18.57% | 20.44%-1.9pp | 35.95%-17.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $4,642 | $1,681+176.1% | $4,087+13.6% | $2,270+104.5% |
| Participant deferral / active EE | $13,802 | $3,711+271.9% | $5,632+145.1% | $3,740+269.1% |
| Admin fee / account holder | $167 | $419-60.1% | $9,500-98.2% | $513-67.4% |