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 | $8,330 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,763 | $82,202+87.1% | $125,339+22.7% | $64,808+137.3% |
| Participation rate | 96.5% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -18.30% | 3.48%-21.8pp | 572.05%-590.3pp | 32.82%-51.1pp |
| Employer contribution / active EE | $4,464 | $3,615+23.5% | $4,814-7.3% | $2,506+78.1% |
| Participant deferral / active EE | $11,229 | $7,175+56.5% | $7,446+50.8% | $4,310+160.5% |
| Admin fee / account holder | $20 | $163-87.9% | $10,010-99.8% | $188-89.4% |