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, LL Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $41,674 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,684 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,578 | $58,879-54.9% | $178,490-85.1% | $73,488-63.8% |
| Participation rate | 97.9% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 37.09% | 24.86%+12.2pp | 151.07%-114.0pp | 28.51%+8.6pp |
| Employer contribution / active EE | $2,964 | $2,236+32.5% | $5,011-40.9% | $2,270+30.5% |
| Participant deferral / active EE | $6,572 | $2,567+156.0% | $5,202+26.3% | $3,740+75.7% |
| Admin fee / account holder | $163 | $400-59.4% | $13,984-98.8% | $513-68.3% |