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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,799 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,264 |
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 | $60,874 | $92,055-33.9% | $106,213-42.7% | $77,643-21.6% |
| Participation rate | 77.9% | 81.0%-3.1pp | 75.3%+2.7pp | 70.6%+7.4pp |
| Annual return | 13.88% | 17.91%-4.0pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,590 | $3,367-23.1% | $3,171-18.3% | $2,726-5.0% |
| Participant deferral / active EE | $3,279 | $5,386-39.1% | $5,016-34.6% | $4,647-29.4% |
| Admin fee / account holder | $172 | $219-21.6% | $11,033-98.4% | $430-60.1% |