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 | $29,155 |
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 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 | $74,174 | $80,211-7.5% | $74,1830% | $63,975+15.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.42% | 14.13%-8.7pp | 17.74%-12.3pp | 48.65%-43.2pp |
| Employer contribution / active EE | $2,712 | $2,553+6.2% | $2,370+14.4% | $2,182+24.3% |
| Participant deferral / active EE | $5,496 | $4,370+25.8% | $3,550+54.8% | $3,356+63.8% |
| Admin fee / account holder | $27 | $67-59.7% | $5,586-99.5% | $70-61.5% |