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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,535 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,993 | $84,784-28.1% | $98,439-38.0% | $74,419-18.0% |
| Participation rate | 65.7% | 81.5%-15.8pp | 75.2%-9.4pp | 70.7%-5.0pp |
| Annual return | 17.04% | 20.59%-3.6pp | 21.16%-4.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,992 | $3,364-40.8% | $3,048-34.7% | $2,637-24.5% |
| Participant deferral / active EE | $2,605 | $5,218-50.1% | $4,738-45.0% | $4,528-42.5% |
| Admin fee / account holder | $158 | $204-23.0% | $8,948-98.2% | $348-54.7% |