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, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $48,082 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,968 |
Service code 13 684 E VINE STREET STE 4A · MURRAY, UT 84107 | Contract Administrator | $17,588 |
EIDE BAILLY LLP1 year Service code 10 PO BOX 1914 · BISMARK, ND 585021914 | Accounting | $5,100 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $574 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $146 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,799 | $73,125-93.4% | $125,175-96.2% | $77,787-93.8% |
| Participation rate | 76.5% | 79.4%-2.9pp | 79.8%-3.3pp | 73.2%+3.3pp |
| Annual return | 19.88% | 24.71%-4.8pp | 43.79%-23.9pp | 32.57%-12.7pp |
| Employer contribution / active EE | $240 | $2,413-90.1% | $3,865-93.8% | $2,504-90.4% |
| Participant deferral / active EE | $853 | $3,966-78.5% | $4,937-82.7% | $3,967-78.5% |
| Admin fee / account holder | $52 | $89-41.7% | $9,702-99.5% | $100-47.9% |