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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,000 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,660 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Finders' f... | $5,615 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,748 | $52,208+4.9% | $86,612-36.8% | $74,419-26.4% |
| Participation rate | 59.3% | 66.3%-7.0pp | 71.7%-12.4pp | 70.7%-11.4pp |
| Annual return | 17.22% | 44.46%-27.2pp | 591.07%-573.9pp | 34.38%-17.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,123 | $3,383-7.7% | $4,438-29.6% | $4,528-31.0% |
| Admin fee / account holder | $54 | $319-83.0% | $5,614-99.0% | $348-84.5% |