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 PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,457 |
Filed as: PRUDENTIAL RETIREMENT INSURANE A Service code 13 · EIN 06-1050034 | Contract Administrator | $40,211 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,586 | $123,793+24.1% | $177,821-13.6% | $79,858+92.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.17% | 22.82%-6.6pp | 48.32%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $9,152 | $4,095+123.5% | $5,918+54.6% | $2,471+270.4% |
| Participant deferral / active EE | $12,483 | $5,956+109.6% | $7,714+61.8% | $3,740+233.8% |
| Admin fee / account holder | $516 | $7,243-92.9% | $12,427-95.8% | $5,306-90.3% |