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 15 · EIN 35-0145825 | Recordkeeping | $41,510 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 | Consulting | $13,121 |
UBS FINANCIAL SERVICES INC5 years Service code 16 · EIN 13-2638166 | Consulting | $0 |
Participant 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 | $23,899 | $65,061-63.3% | $143,757-83.4% | $66,914-64.3% |
| Participation rate | 77.4% | 65.2%+12.2pp | 80.3%-2.9pp | 69.8%+7.6pp |
| Annual return | -14.00% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,864 | $2,361-21.1% | $4,951-62.4% | $2,544-26.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |