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 3-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 |
|---|---|---|
UNITED 401K PLANS, INC.1 year Service code 14 · EIN 20-5321813 | Plan Administrator | $3,487 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,984 | $91,407-93.5% | $135,903-95.6% | $71,457-91.6% |
| Participation rate | 65.5% | 75.7%-10.1pp | 81.9%-16.4pp | 67.9%-2.4pp |
| Annual return | 1941.56% | 29.90%+1911.7pp | 68.23%+1873.3pp | 28.85%+1912.7pp |
| Employer contribution / active EE | $918 | $3,703-75.2% | $4,856-81.1% | $2,588-64.5% |
| Participant deferral / active EE | $2,090 | $7,092-70.5% | $7,758-73.1% | $4,289-51.3% |
| Admin fee / account holder | $206 | $1,266-83.7% | $10,762-98.1% | $1,587-87.0% |