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 INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,660 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,478 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $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 | $216,151 | $75,183+187.5% | $123,892+74.5% | $55,167+291.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.40% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,569 | $2,823+97.2% | $4,617+20.6% | $1,963+183.8% |
| Participant deferral / active EE | $11,512 | $5,084+126.4% | $5,984+92.4% | $3,054+276.9% |
| Admin fee / account holder | $27 | $663-96.0% | $8,357-99.7% | $504-94.7% |