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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,931 | $63,156+32.9% | $122,332-31.4% | $62,292+34.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 18.38% | 20.61%-2.2pp | 30.27%-11.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $5,144 | $1,385+271.5% | $4,050+27.0% | $2,042+151.9% |
| Participant deferral / active EE | $4,389 | $2,321+89.1% | $3,287+33.5% | $3,169+38.5% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |