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 42-0127290 | Contract Administrator | $97,830 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $15,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,039 | $76,774-93.4% | $112,228-95.5% | $77,904-93.5% |
| Participation rate | 74.0% | 80.2%-6.2pp | 75.1%-1.1pp | 73.7%+0.3pp |
| Annual return | -16.06% | -10.25%-5.8pp | 27.45%-43.5pp | 12.21%-28.3pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $465 | $3,778-87.7% | $4,728-90.2% | $4,806-90.3% |
| Admin fee / account holder | $76 | $239-68.1% | $6,410-98.8% | $133-42.5% |