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 27 · EIN 20-8874282 | Advisory (Plan) | $42,544 |
WHITLEY PENN LLP2 years Service code 10 · EIN 75-2393478 | Accounting | $18,046 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $565 |
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 | $142,394 | $66,180+115.2% | $118,746+19.9% | $62,292+128.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.39% | 60.89%-47.5pp | 24.54%-11.1pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,093 | $3,183-65.7% | $4,193-73.9% | $2,042-46.5% |
| Participant deferral / active EE | $10,007 | $4,247+135.6% | $5,332+87.7% | $3,169+215.8% |
| Admin fee / account holder | $144 | $753-80.9% | $10,720-98.7% | $479-69.9% |