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.2 years Service code 14 · EIN 20-5321813 | Plan Administrator | $7,326 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,951 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,102 | $106,028-86.7% | $146,958-90.4% | $77,643-81.8% |
| Participation rate | 56.9% | 78.4%-21.5pp | 82.2%-25.3pp | 70.6%-13.7pp |
| Annual return | 47.42% | 56.73%-9.3pp | 418.34%-370.9pp | 31.24%+16.2pp |
| Employer contribution / active EE | $1,163 | $4,063-71.4% | $4,933-76.4% | $2,726-57.3% |
| Participant deferral / active EE | $2,504 | $7,990-68.7% | $8,070-69.0% | $4,647-46.1% |
| Admin fee / account holder | $91 | $337-73.0% | $12,998-99.3% | $430-78.9% |