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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,232 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,798 |
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 | $200,621 | $76,552+162.1% | $123,892+61.9% | $62,891+219.0% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 6.00% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,515 | $2,883-47.4% | $4,617-67.2% | $2,281-33.6% |
| Participant deferral / active EE | $11,270 | $4,840+132.9% | $5,984+88.3% | $3,203+251.9% |
| Admin fee / account holder | $23 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |