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 | $333,400 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,782 | $84,000-15.7% | $119,609-40.8% | $77,904-9.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -12.70% | -11.59%-1.1pp | -14.97%+2.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $2,409 | $2,907-17.1% | $4,232-43.1% | $2,848-15.4% |
| Participant deferral / active EE | $4,918 | $4,705+4.5% | $5,602-12.2% | $4,806+2.3% |
| Admin fee / account holder | $124 | $116+6.7% | $10,323-98.8% | $133-6.7% |