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 STANDARD10+ years Filed as: STANDARD Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $24,494 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,365 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $345 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
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 | $64,410 | $52,406+22.9% | $129,207-50.1% | $74,495-13.5% |
| Participation rate | 53.0% | 53.8%-0.8pp | 69.6%-16.6pp | 67.2%-14.2pp |
| Annual return | 13.71% | 15.66%-1.9pp | 9417.33%-9403.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $835 | $1,531-45.5% | $4,153-79.9% | $2,623-68.2% |
| Participant deferral / active EE | $2,671 | $2,794-4.4% | $4,168-35.9% | $4,346-38.5% |
| Admin fee / account holder | $272 | $2,633-89.7% | $7,715-96.5% | $1,942-86.0% |