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.4+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $46,755 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,472 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,663 | $50,458-74.9% | $159,960-92.1% | $64,808-80.5% |
| Participation rate | 92.2% | 68.0%+24.1pp | 78.0%+14.2pp | 71.5%+20.7pp |
| Annual return | -19.01% | -13.42%-5.6pp | 408.60%-427.6pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,651 | $1,722-4.1% | $4,226-60.9% | $2,506-34.1% |
| Participant deferral / active EE | $3,376 | $4,004-15.7% | $6,182-45.4% | $4,310-21.7% |
| Admin fee / account holder | $109 | $706-84.5% | $8,698-98.7% | $188-41.8% |