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 | $30,822 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,102 | $72,607-10.3% | $90,749-28.3% | $66,914-2.7% |
| Participation rate | 79.9% | 73.7%+6.2pp | 75.7%+4.2pp | 69.8%+10.1pp |
| Annual return | -16.34% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,376 | $2,369+0.3% | $2,921-18.7% | $2,544-6.6% |
| Participant deferral / active EE | $3,222 | $3,977-19.0% | $4,564-29.4% | $4,237-24.0% |
| Admin fee / account holder | $184 | $707-73.9% | $8,445-97.8% | $593-68.9% |