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 | $60,000 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,715 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $12,500 |
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 | $371,072 | $100,801+268.1% | $149,696+147.9% | $73,409+405.5% |
| Participation rate | 87.2% | 77.7%+9.5pp | 82.5%+4.7pp | 72.2%+15.0pp |
| Annual return | 14.23% | 265.34%-251.1pp | 276.60%-262.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $10,479 | $3,312+216.4% | $4,644+125.6% | $2,234+369.2% |
| Participant deferral / active EE | $9,465 | $6,404+47.8% | $6,842+38.3% | $3,805+148.7% |
| Admin fee / account holder | $228 | $181+26.1% | $9,309-97.6% | $158+44.4% |