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 7-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,036 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,548 | $106,110+24.9% | $147,005-9.8% | $77,671+70.7% |
| Participation rate | 81.8% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.3pp |
| Annual return | 16.25% | 56.77%-40.5pp | 418.76%-402.5pp | 31.21%-15.0pp |
| Employer contribution / active EE | $4,706 | $4,065+15.8% | $4,934-4.6% | $2,726+72.6% |
| Participant deferral / active EE | $13,829 | $7,992+73.0% | $8,070+71.4% | $4,648+197.5% |
| Admin fee / account holder | $207 | $338-38.7% | $13,006-98.4% | $430-51.9% |