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 33-0818667 | Advisory (Plan) | $95,556 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $73,172 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,544 | $105,190-48.1% | $98,907-44.9% | $90,288-39.6% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 73.4%+24.5pp |
| Annual return | 12.56% | 18.52%-6.0pp | 196.43%-183.9pp | 53.97%-41.4pp |
| Employer contribution / active EE | $1,772 | $3,831-53.7% | $2,689-34.1% | $2,524-29.8% |
| Participant deferral / active EE | $4,670 | $5,616-16.8% | $4,244+10.0% | $4,232+10.3% |
| Admin fee / account holder | $128 | $97+31.8% | $6,642-98.1% | $114+12.5% |