Filed June 1, 2018
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 15 · EIN 06-1050034 | Recordkeeping | $28,602 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $8,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,766 | $86,655+31.3% | $119,609-4.9% | $66,914+70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -13.25% | -8.00%-5.2pp | -14.97%+1.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,362 | $4,358+68.9% | $5,602+31.4% | $4,237+73.8% |
| Admin fee / account holder | $175 | $755-76.9% | $10,323-98.3% | $593-70.6% |