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 |
|---|---|---|
THE STANDARD5+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $22,010 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,725 |
Filed as: PRUDENTIAL Service code 15 · EIN 22-1211670 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,664 | $46,722+21.3% | $130,648-56.6% | $65,185-13.1% |
| Participation rate | 59.3% | 60.9%-1.7pp | 71.7%-12.5pp | 70.2%-10.9pp |
| Annual return | 17.74% | 24.17%-6.4pp | 1708.96%-1691.2pp | 29.38%-11.6pp |
| Employer contribution / active EE | $586 | $1,488-60.6% | $4,092-85.7% | $2,177-73.1% |
| Participant deferral / active EE | $1,958 | $2,545-23.1% | $3,603-45.7% | $3,514-44.3% |
| Admin fee / account holder | $253 | $453-44.0% | $5,464-95.4% | $847-70.1% |