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 LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $117,101 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $18,608 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,662 |
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 | $478,651 | $94,529+406.4% | $140,016+241.9% | $64,186+645.7% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.1pp |
| Annual return | -3.63% | 7.77%-11.4pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $27,278 | $3,812+615.5% | $5,606+386.6% | $2,381+1045.7% |
| Participant deferral / active EE | $13,282 | $5,250+153.0% | $6,927+91.7% | $3,470+282.8% |
| Admin fee / account holder | $32 | $6,741-99.5% | $10,705-99.7% | $4,888-99.3% |