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 STANDARD8+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,519 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,124 |
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.
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 | $51,894 | $45,602+13.8% | $117,472-55.8% | $66,914-22.4% |
| Participation rate | 57.1% | 57.6%-0.5pp | 70.6%-13.4pp | 69.8%-12.7pp |
| Annual return | -14.50% | -16.74%+2.2pp | 29.74%-44.2pp | 1.58%-16.1pp |
| Employer contribution / active EE | $562 | $1,579-64.4% | $4,176-86.5% | $2,544-77.9% |
| Participant deferral / active EE | $2,366 | $2,845-16.8% | $4,070-41.9% | $4,237-44.2% |
| Admin fee / account holder | $275 | $661-58.4% | $5,645-95.1% | $593-53.7% |