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 9-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: PRUDENTIL RETIEMENT INSURANCE A Service code 13 · EIN 06-1050034 | Contract Administrator | $74,909 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,718 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,795 | $91,517-74.0% | $101,248-76.5% | $73,409-67.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.76% | 17.17%-9.4pp | 46.47%-38.7pp | 59.29%-51.5pp |
| Employer contribution / active EE | $3,282 | $2,877+14.1% | $3,660-10.3% | $2,234+46.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $118 | $216-45.5% | $5,945-98.0% | $158-25.5% |