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 99 · EIN 47-1411118 | Other Fees | $6,843 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $5,763 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,021 | $89,652-66.5% | $141,162-78.7% | $65,185-53.9% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.6pp | 70.2%+25.9pp |
| Annual return | 31.00% | 32.79%-1.8pp | 71.39%-40.4pp | 29.38%+1.6pp |
| Employer contribution / active EE | $2,470 | $3,065-19.4% | $4,735-47.8% | $2,177+13.5% |
| Participant deferral / active EE | $7,088 | $5,691+24.6% | $6,709+5.7% | $3,514+101.7% |
| Admin fee / account holder | $92 | $569-83.9% | $10,261-99.1% | $847-89.2% |