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 RETIREMENT INSUANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $20,705 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,215 |
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 | $50,282 | $84,936-40.8% | $111,297-54.8% | $79,386-36.7% |
| Participation rate | 97.6% | 75.9%+21.7pp | 77.3%+20.3pp | 70.7%+26.9pp |
| Annual return | 19.31% | 17.45%+1.9pp | 54.65%-35.3pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,581 | $1,979-20.1% | $2,731-42.1% | $2,427-34.9% |
| Participant deferral / active EE | $2,773 | $3,888-28.7% | $4,487-38.2% | $4,046-31.5% |
| Admin fee / account holder | $263 | $537-51.1% | $7,964-96.7% | $626-58.0% |