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 STANDARD6+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,871 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,238 |
Filed as: PRUDENTIAL Service code 15 · EIN 22-1211670 | Recordkeeping | $347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,060 | $53,901+7.7% | $134,143-56.7% | $73,488-21.0% |
| Participation rate | 69.9% | 62.8%+7.1pp | 72.2%-2.2pp | 70.7%-0.8pp |
| Annual return | 12.61% | 15.82%-3.2pp | 36.33%-23.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $673 | $1,458-53.9% | $3,704-81.8% | $2,270-70.4% |
| Participant deferral / active EE | $2,350 | $2,739-14.2% | $3,499-32.8% | $3,740-37.1% |
| Admin fee / account holder | $264 | $581-54.5% | $6,684-96.0% | $513-48.5% |