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, LLC Service code 50 · EIN 47-1411118 | Direct Payment | $33,100 |
Service code 49 · EIN 04-6374631 | Other Services | $30,578 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI & ASSOCITATES, LLC Service code 10 1855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $28,933 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $23,850 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,399 |
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 | $46,145 | $70,115-34.2% | $70,515-34.6% | $80,160-42.4% |
| Participation rate | 96.2% | 71.7%+24.6pp | 68.3%+27.9pp | 72.9%+23.3pp |
| Annual return | 12.62% | 134.51%-121.9pp | 32.77%-20.2pp | 40.38%-27.8pp |
| Employer contribution / active EE | $4,145 | $3,021+37.2% | $2,973+39.4% | $2,978+39.2% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $160 | $112+42.9% | $6,412-97.5% | $145+10.7% |