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, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $30,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $30,000 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,384 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $12,395 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $318,895 | $88,122+261.9% | $141,162+125.9% | $67,579+371.9% |
| Participation rate | 85.3% | 76.5%+8.9pp | 82.5%+2.9pp | 71.3%+14.1pp |
| Annual return | 19.45% | 75.40%-56.0pp | 71.39%-51.9pp | 378.56%-359.1pp |
| Employer contribution / active EE | $9,127 | $3,224+183.1% | $4,735+92.8% | $2,148+325.0% |
| Participant deferral / active EE | $8,328 | $5,958+39.8% | $6,709+24.1% | $3,539+135.3% |
| Admin fee / account holder | $228 | $131+74.1% | $10,261-97.8% | $142+60.1% |