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 | $161,697 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $29,353 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $12,580 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,919 | $65,592+55.4% | $90,160+13.0% | $69,631+46.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.54% | 57.10%-43.6pp | 34.88%-21.3pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,095 | $2,193-50.1% | $3,318-67.0% | $2,032-46.1% |
| Participant deferral / active EE | $5,308 | $5,257+1.0% | $5,288+0.4% | $3,224+64.7% |
| Admin fee / account holder | $154 | $86+80.1% | $5,943-97.4% | $110+39.8% |