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 4-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.3 years Service code 14 · EIN 20-5321813 | Plan Administrator | $11,402 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,082 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,399 | $100,923-62.0% | $150,045-74.4% | $74,304-48.3% |
| Participation rate | 47.9% | 70.1%-22.2pp | 82.3%-34.4pp | 60.3%-12.5pp |
| Annual return | 19.57% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,115 | $3,463-67.8% | $4,693-76.2% | $2,241-50.2% |
| Participant deferral / active EE | $2,498 | $6,709-62.8% | $7,997-68.8% | $3,767-33.7% |
| Admin fee / account holder | $1,173 | $2,767-57.6% | $13,435-91.3% | $2,969-60.5% |