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 64 · EIN 71-0294708 | Recordkeeping Fees | $25,467 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 55 4340 REDWOOD HIGHWAY SUITE B · SAN RAFAEL, CA 94903 | Other Commissions | $20,130 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $7,130 |
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 | $122,050 | $76,670+59.2% | $96,683+26.2% | $71,457+70.8% |
| Participation rate | 57.6% | 66.6%-9.0pp | 74.3%-16.7pp | 67.9%-10.3pp |
| Annual return | 17.14% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,664 | $3,031-12.1% | $3,737-28.7% | $2,588+2.9% |
| Participant deferral / active EE | $4,571 | $3,771+21.2% | $4,878-6.3% | $4,289+6.6% |
| Admin fee / account holder | $276 | $2,028-86.4% | $6,730-95.9% | $1,587-82.6% |