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 | $20,306 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,833 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $38,976 | $65,435-40.4% | $86,677-55.0% | $66,914-41.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.49% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,905 | $2,153-11.5% | $2,836-32.8% | $2,544-25.1% |
| Participant deferral / active EE | $3,155 | $4,100-23.1% | $4,656-32.2% | $4,237-25.5% |
| Admin fee / account holder | $229 | $642-64.3% | $7,493-96.9% | $593-61.4% |