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 15 · EIN 06-1050034 | Recordkeeping | $7,920 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $40,715 | $39,819+2.2% | $67,834-40.0% | $57,658-29.4% |
| Participation rate | 98.5% | 61.2%+37.3pp | 68.8%+29.7pp | 70.2%+28.3pp |
| Annual return | 6.25% | 9.19%-2.9pp | 138.47%-132.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,240 | $1,277-2.9% | $2,403-48.4% | $1,974-37.2% |
| Participant deferral / active EE | $2,910 | $2,209+31.7% | $3,160-7.9% | $3,061-4.9% |
| Admin fee / account holder | $23 | $84-72.2% | $4,622-99.5% | $95-75.4% |