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 13 · EIN 42-0127290 | Contract Administrator | $14,375 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $9,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,747 | $62,928-6.6% | $172,739-66.0% | $67,579-13.1% |
| Participation rate | 23.0% | 64.5%-41.5pp | 82.6%-59.6pp | 71.3%-48.3pp |
| Annual return | 21.68% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $645 | $1,636-60.6% | $5,143-87.5% | $2,148-70.0% |
| Participant deferral / active EE | $710 | $2,145-66.9% | $5,198-86.3% | $3,539-80.0% |
| Admin fee / account holder | $269 | $167+61.6% | $13,954-98.1% | $142+89.2% |