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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,532 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,928 |
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 | $126,707 | $81,474+55.5% | $133,956-5.4% | $73,488+72.4% |
| Participation rate | 99.4% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.7pp |
| Annual return | 16.35% | 19.40%-3.1pp | 45.09%-28.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,797 | $2,209+71.9% | $3,919-3.1% | $2,270+67.3% |
| Participant deferral / active EE | $6,669 | $3,786+76.1% | $5,048+32.1% | $3,740+78.3% |
| Admin fee / account holder | $87 | $713-87.8% | $8,927-99.0% | $513-83.0% |