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 | $4,464 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,620 | $47,977+51.4% | $154,107-52.9% | $56,287+29.0% |
| Participation rate | 62.7% | 66.2%-3.5pp | 83.0%-20.4pp | 69.9%-7.2pp |
| Annual return | -7.68% | 3.54%-11.2pp | 735.12%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,265 | $2,169+4.5% | $5,298-57.2% | $2,111+7.3% |
| Participant deferral / active EE | $5,088 | $2,392+112.7% | $5,081+0.1% | $3,350+51.9% |
| Admin fee / account holder | $57 | $438-87.0% | $13,411-99.6% | $521-89.1% |