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 STANDARD7+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $26,660 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,230 |
Filed as: PRUDENTIAL Service code 15 · EIN 22-1211670 | Recordkeeping | $260 |
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 | $64,562 | $61,052+5.8% | $142,863-54.8% | $79,386-18.7% |
| Participation rate | 63.4% | 60.1%+3.3pp | 71.9%-8.5pp | 70.7%-7.3pp |
| Annual return | 11.67% | 16.02%-4.4pp | 5637.54%-5625.9pp | 116.85%-105.2pp |
| Employer contribution / active EE | $641 | $1,481-56.7% | $4,144-84.5% | $2,427-73.6% |
| Participant deferral / active EE | $2,362 | $2,879-18.0% | $3,837-38.4% | $4,046-41.6% |
| Admin fee / account holder | $260 | $659-60.6% | $6,560-96.0% | $626-58.5% |