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 | $8,737 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,195 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,503 | $62,573+514.5% | $85,682+348.8% | $85,850+347.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 16.92% | 23.77%-6.8pp | 21.49%-4.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $12,013 | $1,757+583.8% | $2,618+358.8% | $2,565+368.3% |
| Participant deferral / active EE | $16,892 | $2,802+502.8% | $3,923+330.6% | $3,952+327.5% |
| Admin fee / account holder | $88 | $4,640-98.1% | $6,873-98.7% | $6,260-98.6% |