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 6-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 |
|---|---|---|
UNITED 401(K) PLANS, INC.1+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $27,415 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,793 | $48,471-88.0% | $182,532-96.8% | $67,579-91.4% |
| Participation rate | 92.5% | 67.2%+25.3pp | 78.0%+14.5pp | 71.3%+21.2pp |
| Annual return | 0.00% | 31.08%-31.1pp | 148.54%-148.5pp | 378.56%-378.6pp |
| Employer contribution / active EE | $240 | $1,461-83.6% | $4,076-94.1% | $2,148-88.8% |
| Participant deferral / active EE | $1,221 | $3,324-63.3% | $5,524-77.9% | $3,539-65.5% |
| Admin fee / account holder | $67 | $151-55.5% | $8,592-99.2% | $142-52.7% |