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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $165,547 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $100,000 |
GBQ PARTNERS3 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,641 | $128,899-44.4% | $113,168-36.7% | $102,872-30.4% |
| Participation rate | 95.1% | 87.0%+8.0pp | 76.6%+18.5pp | 73.0%+22.0pp |
| Annual return | 18.79% | 15.88%+2.9pp | 24.27%-5.5pp | 19.06%-0.3pp |
| Employer contribution / active EE | $2,783 | $3,713-25.1% | $2,975-6.5% | $3,526-21.1% |
| Participant deferral / active EE | $5,256 | $6,787-22.5% | $5,107+2.9% | $5,535-5.0% |
| Admin fee / account holder | $46 | $129-64.4% | $12,068-99.6% | $292-84.3% |