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 | $35,290 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $12,598 |
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 | $23,841 | $47,126-49.4% | $149,673-84.1% | $74,419-68.0% |
| Participation rate | 47.7% | 63.4%-15.7pp | 78.8%-31.1pp | 70.7%-23.1pp |
| Annual return | 15.80% | 22.75%-7.0pp | 134.42%-118.6pp | 34.38%-18.6pp |
| Employer contribution / active EE | $994 | $1,905-47.8% | $4,818-79.4% | $2,637-62.3% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |