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 Service code 99 · EIN 47-1411118 | Other Fees | $11,109 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,550 |
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 | $44,237 | $49,138-10.0% | $84,015-47.3% | $65,185-32.1% |
| Participation rate | 87.3% | 60.7%+26.5pp | 69.0%+18.3pp | 70.2%+17.1pp |
| Annual return | 20.23% | 23.00%-2.8pp | 71.31%-51.1pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,557 | $914+70.4% | $1,983-21.5% | $2,177-28.5% |
| Participant deferral / active EE | $3,131 | $2,397+30.6% | $3,239-3.3% | $3,514-10.9% |
| Admin fee / account holder | $16 | $543-97.1% | $6,101-99.7% | $847-98.1% |