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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $13,109 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
SYNOVUS TRUST COMPANY1+ years Service code 33 · EIN 58-2146977 | Securities brokerage commissions and ... | $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 | $106,421 | $72,770+46.2% | $67,652+57.3% | $55,191+92.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 7.95% | -3.26%+11.2pp | 6625.04%-6617.1pp | 10.78%-2.8pp |
| Employer contribution / active EE | $6,321 | $1,769+257.3% | $2,266+179.0% | $1,899+232.9% |
| Participant deferral / active EE | $6,423 | $3,408+88.5% | $3,560+80.4% | $3,046+110.8% |
| Admin fee / account holder | $21 | $79-73.6% | $4,821-99.6% | $91-77.0% |