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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $182,466 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,562 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $99,874 | $88,122+13.3% | $141,162-29.2% | $67,579+47.8% |
| Participation rate | 97.6% | 76.5%+21.2pp | 82.5%+15.2pp | 71.3%+26.4pp |
| Annual return | 27.33% | 75.40%-48.1pp | 71.39%-44.1pp | 378.56%-351.2pp |
| Employer contribution / active EE | $2,226 | $3,224-31.0% | $4,735-53.0% | $2,148+3.6% |
| Participant deferral / active EE | $6,953 | $5,958+16.7% | $6,709+3.6% | $3,539+96.4% |
| Admin fee / account holder | $182 | $131+38.9% | $10,261-98.2% | $142+27.7% |