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 | $1,654 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 16 · EIN 39-1816008 | Consulting | $1,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,736 | $59,186+190.2% | $76,768+123.7% | $56,287+205.1% |
| Participation rate | 25.7% | 75.2%-49.5pp | 77.0%-51.2pp | 69.9%-44.1pp |
| Annual return | -6.20% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,316 | $1,759+31.7% | $2,485-6.8% | $2,111+9.7% |
| Participant deferral / active EE | $3,006 | $3,255-7.6% | $3,852-22.0% | $3,350-10.3% |
| Admin fee / account holder | $5 | $489-98.9% | $6,675-99.9% | $521-99.0% |