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: PRUDNTIAL RETIREMENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $288,197 |
Filed as: KESTRA ADVISORY SEVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $177,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,938 | $81,719+101.8% | $101,248+62.9% | $90,288+82.7% |
| Participation rate | 81.2% | 80.7%+0.5pp | 75.8%+5.4pp | 73.4%+7.9pp |
| Annual return | 16.79% | 337.64%-320.8pp | 46.47%-29.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $9,148 | $3,622+152.6% | $3,660+150.0% | $2,524+262.4% |
| Participant deferral / active EE | $2,295 | $3,310-30.7% | $4,370-47.5% | $4,232-45.8% |
| Admin fee / account holder | $169 | $162+4.7% | $5,945-97.2% | $114+48.6% |