See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $91,704 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,223 | $104,475+112.7% | $159,436+39.4% | $79,386+179.9% |
| Participation rate | 96.2% | 76.6%+19.6pp | 82.8%+13.4pp | 70.7%+25.5pp |
| Annual return | 14.48% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $10,999 | $3,417+221.9% | $4,829+127.8% | $2,427+353.1% |
| Participant deferral / active EE | $10,229 | $6,467+58.2% | $7,352+39.1% | $4,046+152.8% |
| Admin fee / account holder | $553 | $711-22.2% | $10,799-94.9% | $626-11.7% |