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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,000 |
RPW SOLUTIONS LLC1 year Service code 16 · EIN 88-1100312 2730 SIDNEY ST · PITTSBURGH, PA 15203 | Consulting | $18,387 |
Service code 37 · EIN 04-2647786 245 SUMMER ST · BOSTON, MA 02210 | Loan Processing | $17,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,198 | $50,982-44.7% | $154,803-81.8% | $85,563-67.0% |
| Participation rate | 92.5% | 59.8%+32.7pp | 78.1%+14.4pp | 66.0%+26.5pp |
| Annual return | 13.78% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,216 | $1,708-28.8% | $4,305-71.7% | $2,654-54.2% |
| Participant deferral / active EE | $1,856 | $2,474-25.0% | $5,540-66.5% | $4,375-57.6% |
| Admin fee / account holder | $109 | $846-87.2% | $14,329-99.2% | $834-87.0% |