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 FINANCIAL6 years Service code 27 · EIN 20-1216032 | Advisory (Plan) | $75,657 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,851 | $47,126+12.1% | $149,673-64.7% | $74,419-29.0% |
| Participation rate | 55.4% | 63.4%-8.0pp | 78.8%-23.4pp | 70.7%-15.3pp |
| Annual return | 18.41% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,754 | $1,905+44.5% | $4,818-42.8% | $2,637+4.4% |
| Participant deferral / active EE | $5,823 | $2,728+113.5% | $5,680+2.5% | $4,528+28.6% |
| Admin fee / account holder | $395 | $343+15.3% | $13,210-97.0% | $348+13.6% |