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 |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 33-1077887 | Investment Management | $105,464 |
Filed as: OCTOBER THREE Service code 17 · EIN 27-1503891 | Pension Consulting | $95,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $10,842 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -6.30% | -4.92%-1.4pp | -5.84%-0.5pp | -5.25%-1.1pp |
| Employer contribution / active EE | $4,384 | $10,994-60.1% | $31,839-86.2% | $15,166-71.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |