See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD1 year Service code 13 · EIN 25-1838406 | Contract Administrator | $11,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,098 | $76,670+42.3% | $96,683+12.8% | $71,457+52.7% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.1pp | 67.9%+31.6pp |
| Annual return | 18.37% | 48.29%-29.9pp | 35.69%-17.3pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,145 | $3,031+3.7% | $3,737-15.8% | $2,588+21.5% |
| Participant deferral / active EE | $8,151 | $3,771+116.1% | $4,878+67.1% | $4,289+90.0% |
| Admin fee / account holder | $45 | $2,028-97.8% | $6,730-99.3% | $1,587-97.2% |