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 |
|---|---|---|
PRUCO SECURITIES, LLC3 years Filed as: PRUCO SECURITIES LLC Service code 55 · EIN 22-1211670 | Other Commissions | $10,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,770 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,719 | $54,193-82.1% | $93,654-89.6% | $77,671-87.5% |
| Participation rate | 72.1% | 63.9%+8.1pp | 68.7%+3.3pp | 70.6%+1.5pp |
| Annual return | 14.74% | 30.54%-15.8pp | 133.34%-118.6pp | 31.21%-16.5pp |
| Employer contribution / active EE | $25 | $1,168-97.8% | $2,421-99.0% | $2,726-99.1% |
| Participant deferral / active EE | $2,361 | $3,144-24.9% | $4,413-46.5% | $4,648-49.2% |
| Admin fee / account holder | $38 | $576-93.4% | $8,282-99.5% | $430-91.2% |