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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Sales loads (fron... | $55,915 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,917 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $6,525 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,566 | $43,113+89.2% | $82,719-1.4% | $77,904+4.7% |
| Participation rate | 99.2% | 63.8%+35.3pp | 72.6%+26.6pp | 73.7%+25.5pp |
| Annual return | -15.11% | 2.60%-17.7pp | 701.18%-716.3pp | 12.21%-27.3pp |
| Employer contribution / active EE | $3,323 | $1,924+72.7% | $3,009+10.4% | $2,848+16.7% |
| Participant deferral / active EE | $6,193 | $3,057+102.6% | $4,395+40.9% | $4,806+28.9% |
| Admin fee / account holder | $109 | $102+6.7% | $5,329-98.0% | $133-17.7% |