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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,140 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Service code 27 | Advisory (Plan) | $21,140 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,276 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS INC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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 | $28,311 | $65,061-56.5% | $143,757-80.3% | $66,914-57.7% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.1pp | 69.8%+12.6pp |
| Annual return | -14.88% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,141 | $2,361-51.7% | $4,951-77.0% | $2,544-55.1% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $5,637-71.3% | $4,237-61.9% |
| Admin fee / account holder | $210 | $502-58.1% | $14,673-98.6% | $593-64.5% |