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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $25,000 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,602 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,445 | $100,923-70.8% | $150,045-80.4% | $74,304-60.4% |
| Participation rate | 90.7% | 70.1%+20.6pp | 82.3%+8.4pp | 60.3%+30.3pp |
| Annual return | 17.61% | 51.77%-34.2pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $3,228 | $3,463-6.8% | $4,693-31.2% | $2,241+44.0% |
| Participant deferral / active EE | $4,288 | $6,709-36.1% | $7,997-46.4% | $3,767+13.8% |
| Admin fee / account holder | $176 | $2,767-93.7% | $13,435-98.7% | $2,969-94.1% |