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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,741 |
SUMMIT FINANCIAL CORPORATION8+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $11,431 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $5,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,529 | $65,061-54.6% | $143,757-79.5% | $66,914-55.9% |
| Participation rate | 80.3% | 65.2%+15.1pp | 80.3%0pp | 69.8%+10.5pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,450 | $2,361-38.6% | $4,951-70.7% | $2,544-43.0% |
| Participant deferral / active EE | $3,071 | $2,919+5.2% | $5,637-45.5% | $4,237-27.5% |
| Admin fee / account holder | $162 | $502-67.7% | $14,673-98.9% | $593-72.7% |