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 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $35,671 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 49 · EIN 39-0859910 | Other Services | $12,937 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $67,860 | $65,223+4.0% | $80,019-15.2% | $55,725+21.8% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -3.15% | 7.59%-10.7pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,708 | $2,544+85.1% | $2,468+90.8% | $2,078+126.5% |
| Participant deferral / active EE | $4,076 | $3,881+5.0% | $3,686+10.6% | $3,356+21.5% |
| Admin fee / account holder | $42 | $114-63.4% | $6,521-99.4% | $115-63.7% |