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 99 · EIN 47-1411118 | Other Fees | $14,729 |
Filed as: CONCIERGE RETIREMENT SERVICES INC Service code 49 7 RYE RIDGE PLAZA · RYE BROOK, NY 10573 | Other Services | $9,706 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $150,845 | $59,159+155.0% | $159,960-5.7% | $66,914+125.4% |
| Participation rate | 53.8% | 68.1%-14.3pp | 78.0%-24.1pp | 69.8%-16.0pp |
| Annual return | -15.20% | -12.26%-2.9pp | 408.60%-423.8pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,361 | $1,983-31.4% | $4,226-67.8% | $2,544-46.5% |
| Participant deferral / active EE | $7,602 | $4,395+73.0% | $6,182+23.0% | $4,237+79.4% |
| Admin fee / account holder | $43 | $591-92.7% | $8,698-99.5% | $593-92.7% |