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 RETREMENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $14,177 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $5,000 |
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 | $149,286 | $87,125+71.3% | $108,410+37.7% | $86,799+72.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 20.47% | 25.21%-4.7pp | 905.27%-884.8pp | 97.91%-77.4pp |
| Employer contribution / active EE | $1,184 | $2,477-52.2% | $3,558-66.7% | $2,405-50.8% |
| Participant deferral / active EE | $6,485 | $6,944-6.6% | $6,563-1.2% | $4,131+57.0% |
| Admin fee / account holder | $29 | $130-77.9% | $7,295-99.6% | $170-83.0% |