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 PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,049 |
Service code 37 · EIN 06-1050034 | Loan Processing | $6,050 |
Filed as: MML INVESTORS SERVICES, LLC Service code 33 · EIN 04-2746212 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,523 | $107,459+5.6% | $135,903-16.5% | $80,160+41.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 14.64% | 91.91%-77.3pp | 68.23%-53.6pp | 40.38%-25.7pp |
| Employer contribution / active EE | $6,783 | $3,877+74.9% | $4,856+39.7% | $2,978+127.8% |
| Participant deferral / active EE | $4,041 | $8,195-50.7% | $7,758-47.9% | $5,017-19.4% |
| Admin fee / account holder | $283 | $127+123.1% | $10,762-97.4% | $145+95.4% |