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 | $13,770 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,076 | $58,264-50.1% | $86,612-66.4% | $71,457-59.3% |
| Participation rate | 73.9% | 65.0%+9.0pp | 71.7%+2.3pp | 67.9%+6.0pp |
| Annual return | 14.84% | 21.63%-6.8pp | 591.07%-576.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $650 | $2,574-74.8% | $3,022-78.5% | $2,588-74.9% |
| Participant deferral / active EE | $3,404 | $3,436-0.9% | $4,438-23.3% | $4,289-20.6% |
| Admin fee / account holder | $70 | $1,057-93.3% | $5,614-98.7% | $1,587-95.6% |