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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,574 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,387 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,584 | $52,953-57.4% | $172,739-86.9% | $65,185-65.4% |
| Participation rate | 91.3% | 66.2%+25.1pp | 82.6%+8.6pp | 70.2%+21.1pp |
| Annual return | 25.74% | 30.12%-4.4pp | 802.84%-777.1pp | 29.38%-3.6pp |
| Employer contribution / active EE | $585 | $2,190-73.3% | $5,143-88.6% | $2,177-73.1% |
| Participant deferral / active EE | $1,984 | $2,471-19.7% | $5,198-61.8% | $3,514-43.5% |
| Admin fee / account holder | $183 | $472-61.3% | $13,954-98.7% | $847-78.4% |