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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,689 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,697 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $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 | $75,205 | $61,473+22.3% | $81,930-8.2% | $73,409+2.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 13.97% | 28.26%-14.3pp | 29.49%-15.5pp | 59.29%-45.3pp |
| Employer contribution / active EE | $806 | $1,898-57.5% | $4,310-81.3% | $2,234-63.9% |
| Participant deferral / active EE | $2,494 | $3,080-19.0% | $7,107-64.9% | $3,805-34.5% |
| Admin fee / account holder | $122 | $125-2.7% | $5,158-97.6% | $158-22.7% |