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 13 · EIN 06-1050034 | Contract Administrator | $113,771 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,070 | $130,141-72.3% | $86,677-58.4% | $77,904-53.7% |
| Participation rate | 95.7% | 85.9%+9.7pp | 76.6%+19.1pp | 73.7%+22.0pp |
| Annual return | -12.48% | -12.75%+0.3pp | 35.91%-48.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,443 | $3,220-55.2% | $2,836-49.1% | $2,848-49.3% |
| Participant deferral / active EE | $3,167 | $5,757-45.0% | $4,656-32.0% | $4,806-34.1% |
| Admin fee / account holder | $87 | $132-33.6% | $7,493-98.8% | $133-34.0% |