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 FINANCIAL7 years Service code 27 · EIN 20-1216032 | Advisory (Plan) | $98,550 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,924 |
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 | $60,124 | $50,815+18.3% | $155,509-61.3% | $77,643-22.6% |
| Participation rate | 55.3% | 63.1%-7.8pp | 78.2%-22.9pp | 70.6%-15.2pp |
| Annual return | 12.04% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,546 | $1,993+27.8% | $4,672-45.5% | $2,726-6.6% |
| Participant deferral / active EE | $5,614 | $2,822+98.9% | $5,626-0.2% | $4,647+20.8% |
| Admin fee / account holder | $432 | $437-1.0% | $15,912-97.3% | $430+0.4% |