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 STANDARD9+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $25,555 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,865 |
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $685 |
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: PRUDENTIAL Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $59,123 | $48,335+22.3% | $121,098-51.2% | $71,457-17.3% |
| Participation rate | 46.8% | 54.3%-7.4pp | 69.5%-22.7pp | 67.9%-21.1pp |
| Annual return | 15.40% | 23.32%-7.9pp | 985.75%-970.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $629 | $1,489-57.8% | $4,164-84.9% | $2,588-75.7% |
| Participant deferral / active EE | $1,933 | $2,754-29.8% | $4,080-52.6% | $4,289-54.9% |
| Admin fee / account holder | $269 | $1,841-85.4% | $5,644-95.2% | $1,587-83.1% |