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 |
|---|---|---|
Service code 49 · EIN 04-6374631 | Other Services | $44,751 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 | Other Fees | $30,000 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $23,850 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,143 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 50 · EIN 26-3147388 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,365 | $44,764+10.3% | $68,791-28.2% | $64,808-23.8% |
| Participation rate | 97.9% | 64.8%+33.1pp | 69.0%+28.8pp | 71.5%+26.4pp |
| Annual return | -15.88% | -10.91%-5.0pp | -6.38%-9.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,596 | $1,775+158.9% | $2,655+73.1% | $2,506+83.4% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $108 | $151-28.7% | $4,932-97.8% | $188-42.5% |