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 INSURANCE Service code 10 · EIN 06-1050034 | Accounting | $43,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,428 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,813 | $91,407+88.0% | $135,903+26.4% | $71,457+140.4% |
| Participation rate | 93.0% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 24.39% | 29.90%-5.5pp | 68.23%-43.8pp | 28.85%-4.5pp |
| Employer contribution / active EE | $8,478 | $3,703+128.9% | $4,856+74.6% | $2,588+227.6% |
| Participant deferral / active EE | $20,463 | $7,092+188.5% | $7,758+163.8% | $4,289+377.1% |
| Admin fee / account holder | $287 | $1,266-77.3% | $10,762-97.3% | $1,587-81.9% |