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.5+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $69,633 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,756 |
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 | $17,705 | $56,638-68.7% | $169,368-89.5% | $74,419-76.2% |
| Participation rate | 78.1% | 67.5%+10.6pp | 77.1%+1.0pp | 70.7%+7.4pp |
| Annual return | 18.50% | 24.75%-6.3pp | 405.60%-387.1pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,717 | $2,027-15.3% | $4,013-57.2% | $2,637-34.9% |
| Participant deferral / active EE | $3,447 | $4,223-18.4% | $6,221-44.6% | $4,528-23.9% |
| Admin fee / account holder | $121 | $307-60.7% | $9,003-98.7% | $348-65.3% |