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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,799 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $71,020 | $56,629+25.4% | $77,999-8.9% | $55,167+28.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 10.33% | 2866.98%-2856.7pp | 425.96%-415.6pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,186 | $1,723+26.9% | $2,470-11.5% | $1,963+11.4% |
| Participant deferral / active EE | $4,366 | $2,777+57.2% | $3,497+24.9% | $3,054+42.9% |
| Admin fee / account holder | $32 | $467-93.1% | $5,480-99.4% | $504-93.6% |