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 | $7,721 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $7,008 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,315 | $60,323-41.5% | $81,812-56.8% | $74,495-52.6% |
| Participation rate | 71.8% | 62.9%+9.0pp | 72.3%-0.5pp | 67.2%+4.6pp |
| Annual return | 11.74% | 16.90%-5.2pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $685 | $2,620-73.9% | $2,912-76.5% | $2,623-73.9% |
| Participant deferral / active EE | $4,125 | $3,387+21.8% | $4,319-4.5% | $4,346-5.1% |
| Admin fee / account holder | $29 | $1,486-98.0% | $7,386-99.6% | $1,942-98.5% |