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 26-3511292 | Other Fees | $58,386 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO Service code 99 · EIN 20-3920878 | Other Fees | $7,975 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,729 | $155,795-70.6% | $136,294-66.4% | $69,631-34.3% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 70.7%+21.4pp |
| Annual return | 22.88% | 232464.33%-232441.5pp | 5155.94%-5133.1pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $1,151 | $2,991-61.5% | $4,695-75.5% | $2,032-43.4% |
| Participant deferral / active EE | $3,691 | $5,394-31.6% | $6,247-40.9% | $3,224+14.5% |
| Admin fee / account holder | $38 | $128-70.7% | $9,243-99.6% | $110-66.0% |