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 | $4,014 |
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 | $80,906 | $63,299+27.8% | $91,001-11.1% | $62,292+29.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 23.59% | 20.99%+2.6pp | 4.60%+19.0pp | 28.90%-5.3pp |
| Employer contribution / active EE | $2,253 | $1,807+24.7% | $2,456-8.2% | $2,042+10.3% |
| Participant deferral / active EE | $4,387 | $2,943+49.1% | $3,547+23.7% | $3,169+38.4% |
| Admin fee / account holder | $40 | $468-91.4% | $5,417-99.3% | $479-91.6% |