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 INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $60,884 |
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 | $108,670 | $121,341-10.4% | $189,513-42.7% | $79,386+36.9% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 11.71% | 21.08%-9.4pp | 555.15%-543.4pp | 116.85%-105.1pp |
| Employer contribution / active EE | $4,682 | $3,915+19.6% | $6,162-24.0% | $2,427+92.9% |
| Participant deferral / active EE | $7,171 | $6,395+12.1% | $8,221-12.8% | $4,046+77.2% |
| Admin fee / account holder | $113 | $651-82.7% | $12,045-99.1% | $626-82.0% |