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) | $51,889 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE ND Service code 13 · EIN 06-1050034 | Contract Administrator | $44,933 |
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 | $134,902 | $110,094+22.5% | $151,611-11.0% | $68,494+97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.49% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $9,001 | $4,471+101.3% | $6,166+46.0% | $2,596+246.7% |
| Participant deferral / active EE | $13,173 | $6,527+101.8% | $8,363+57.5% | $4,027+227.1% |
| Admin fee / account holder | $570 | $7,719-92.6% | $11,616-95.1% | $5,403-89.4% |