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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,806 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 | Advisory (Plan) | $23,620 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $7,687 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS INC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,491 | $61,156-43.6% | $185,823-81.4% | $79,386-56.6% |
| Participation rate | 75.1% | 66.6%+8.5pp | 81.7%-6.6pp | 70.7%+4.4pp |
| Annual return | 13.96% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $948 | $2,321-59.1% | $5,167-81.7% | $2,427-60.9% |
| Participant deferral / active EE | $1,490 | $2,789-46.6% | $5,568-73.2% | $4,046-63.2% |
| Admin fee / account holder | $254 | $710-64.2% | $16,237-98.4% | $626-59.5% |