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: THE PRUDENTIAL INS CO OF AMERICA Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $4,541 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 16 · EIN 39-1816008 | Consulting | $1,640 |
PRUCO SECURITIES, LLC1+ years Filed as: PRUCO SECRUITIES CORP Service code 71 · EIN 22-1921421 | Brokerage Fees | $0 |
REILLY, PENNER & BENTON LLP1+ years Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 | Accounting | $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 | $77,476 | $54,320+42.6% | $67,652+14.5% | $52,331+48.1% |
| Participation rate | 77.2% | 73.6%+3.6pp | 75.7%+1.5pp | 68.1%+9.1pp |
| Annual return | 0.26% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,213 | $1,544-21.5% | $2,266-46.5% | $1,882-35.6% |
| Participant deferral / active EE | $2,570 | $2,950-12.9% | $3,560-27.8% | $3,022-15.0% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |