See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,040 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,324 | $104,317+81.5% | $159,436+18.7% | $86,799+118.1% |
| Participation rate | 95.4% | 77.7%+17.7pp | 82.8%+12.6pp | 72.3%+23.1pp |
| Annual return | 14.93% | 26.32%-11.4pp | 263.57%-248.6pp | 97.91%-83.0pp |
| Employer contribution / active EE | $4,392 | $3,451+27.3% | $4,829-9.1% | $2,405+82.6% |
| Participant deferral / active EE | $10,840 | $6,837+58.6% | $7,352+47.4% | $4,131+162.4% |
| Admin fee / account holder | $4 | $172-97.5% | $10,799-100.0% | $170-97.5% |