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 | $1,959 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $21 |
Filed as: NYLIFE SECURITIES LLC Service code 33 · EIN 13-2649692 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 33 · EIN 48-1305000 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,055 | $56,054+201.6% | $171,082-1.2% | $62,891+168.8% |
| Participation rate | 77.5% | 62.9%+14.7pp | 76.7%+0.8pp | 69.3%+8.2pp |
| Annual return | 7.09% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,965 | $1,731+13.5% | $4,002-50.9% | $2,281-13.8% |
| Participant deferral / active EE | $7,860 | $3,158+148.9% | $4,797+63.8% | $3,203+145.4% |
| Admin fee / account holder | $30 | $3,647-99.2% | $8,520-99.6% | $4,296-99.3% |