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 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,141 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,341 |
MORNINGSTAR3 years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $2,598 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,832 | $91,407+89.1% | $135,903+27.2% | $71,457+141.9% |
| Participation rate | 94.4% | 75.7%+18.8pp | 81.9%+12.5pp | 67.9%+26.5pp |
| Annual return | 18.29% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $820 | $3,703-77.8% | $4,856-83.1% | $2,588-68.3% |
| Participant deferral / active EE | $9,781 | $7,092+37.9% | $7,758+26.1% | $4,289+128.1% |
| Admin fee / account holder | $255 | $1,266-79.9% | $10,762-97.6% | $1,587-83.9% |