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 | $1,586 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 16 · EIN 39-1816008 | Consulting | $1,400 |
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 | $99,165 | $64,909+52.8% | $82,313+20.5% | $62,292+59.2% |
| Participation rate | 80.1% | 74.9%+5.3pp | 76.9%+3.2pp | 69.5%+10.6pp |
| Annual return | 18.19% | 21.18%-3.0pp | 25.88%-7.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,620 | $1,676+56.3% | $2,428+7.9% | $2,042+28.3% |
| Participant deferral / active EE | $2,889 | $3,103-6.9% | $3,706-22.1% | $3,169-8.9% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |