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 |
|---|---|---|
ASCENSUS LLC7 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $14,218 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Other Fees | $5,000 |
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 | $67,173 | $101,317-33.7% | $146,958-54.3% | $74,495-9.8% |
| Participation rate | 55.6% | 75.5%-20.0pp | 82.2%-26.6pp | 67.2%-11.6pp |
| Annual return | 13.26% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,795 | $3,810-52.9% | $4,933-63.6% | $2,623-31.6% |
| Participant deferral / active EE | $3,512 | $7,303-51.9% | $8,070-56.5% | $4,346-19.2% |
| Admin fee / account holder | $122 | $1,739-93.0% | $12,998-99.1% | $1,942-93.7% |