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 |
|---|---|---|
Filed as: PRUDENTIAL RETIRMENT INSURACE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $88,502 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,440 | $79,519-24.0% | $95,952-37.0% | $73,409-17.7% |
| Participation rate | 95.0% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 6.99% | 19.20%-12.2pp | 91.61%-84.6pp | 59.29%-52.3pp |
| Employer contribution / active EE | $1,428 | $2,048-30.3% | $2,541-43.8% | $2,234-36.1% |
| Participant deferral / active EE | $3,304 | $4,138-20.2% | $4,167-20.7% | $3,805-13.2% |
| Admin fee / account holder | $185 | $184+0.3% | $6,795-97.3% | $158+17.1% |