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 RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,258 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $1,258 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $434 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,890 | $65,376+117.0% | $87,100+62.9% | $65,185+117.7% |
| Participation rate | 84.2% | 75.3%+8.8pp | 76.9%+7.3pp | 70.2%+14.0pp |
| Annual return | 18.00% | 31.27%-13.3pp | 28.19%-10.2pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,627 | $1,822+44.1% | $2,521+4.2% | $2,177+20.7% |
| Participant deferral / active EE | $8,429 | $3,388+148.8% | $4,049+108.2% | $3,514+139.9% |
| Admin fee / account holder | $208 | $520-59.9% | $7,497-97.2% | $847-75.4% |