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 5-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 37 · EIN 04-2647786 | Loan Processing | $183,782 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,529 | $123,077-54.9% | $116,228-52.2% | $102,872-46.0% |
| Participation rate | 85.9% | 87.0%-1.1pp | 74.6%+11.4pp | 73.0%+12.9pp |
| Annual return | 19.55% | 15.84%+3.7pp | 90.06%-70.5pp | 19.06%+0.5pp |
| Employer contribution / active EE | $2,627 | $4,380-40.0% | $2,994-12.3% | $3,526-25.5% |
| Participant deferral / active EE | $4,213 | $6,746-37.5% | $4,953-14.9% | $5,535-23.9% |
| Admin fee / account holder | $73 | $115-36.9% | $11,989-99.4% | $292-75.1% |