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.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,697 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 1300 EAST NINTH ST · CLEVELAND, OH 44114 | Accounting | $24,021 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,242 |
DEFINITI LLC1+ years Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $8,249 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,543 | $78,976-39.8% | $100,383-52.6% | $74,546-36.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 13.19% | 20.62%-7.4pp | 49.26%-36.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $5,161 | $3,019+71.0% | $3,944+30.9% | $2,624+96.7% |
| Participant deferral / active EE | $7,181 | $7,758-7.4% | $8,086-11.2% | $4,347+65.2% |
| Admin fee / account holder | $298 | $1,330-77.6% | $7,900-96.2% | $1,944-84.7% |