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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,131 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $13,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,156 | $104,317+289.3% | $159,436+154.7% | $86,799+367.9% |
| Participation rate | 84.6% | 77.7%+6.9pp | 82.8%+1.8pp | 72.3%+12.3pp |
| Annual return | 14.16% | 26.32%-12.2pp | 263.57%-249.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $9,397 | $3,451+172.3% | $4,829+94.6% | $2,405+290.7% |
| Participant deferral / active EE | $9,439 | $6,837+38.1% | $7,352+28.4% | $4,131+128.5% |
| Admin fee / account holder | $226 | $172+31.4% | $10,799-97.9% | $170+33.5% |