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 PARTNERS, LLC. Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Securities brokerage; Other fees | $27,014 |
NATIONWIDE9+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $17,202 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $16,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,569 | $99,078-35.8% | $96,544-34.2% | $74,419-14.6% |
| Participation rate | 65.7% | 80.7%-15.0pp | 76.0%-10.3pp | 70.7%-5.1pp |
| Annual return | 14.97% | 22.48%-7.5pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $289 | $2,570-88.8% | $2,965-90.2% | $2,637-89.0% |
| Participant deferral / active EE | $2,699 | $4,933-45.3% | $4,851-44.4% | $4,528-40.4% |
| Admin fee / account holder | $206 | $225-8.3% | $8,252-97.5% | $348-40.7% |