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) | $100,363 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,436 |
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 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 | $450,794 | $87,841+413.2% | $133,980+236.5% | $62,891+616.8% |
| Participation rate | 93.8% | 83.4%+10.4pp | 87.1%+6.7pp | 69.3%+24.4pp |
| Annual return | 4.56% | 12.05%-7.5pp | 29.30%-24.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $23,182 | $3,483+565.6% | $5,211+344.8% | $2,281+916.4% |
| Participant deferral / active EE | $12,423 | $4,812+158.2% | $6,282+97.8% | $3,203+287.9% |
| Admin fee / account holder | $25 | $5,371-99.5% | $9,324-99.7% | $4,296-99.4% |