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 | $132,191-58.0% | $115,768-52.0% | $103,975-46.6% |
| Participation rate | 85.9% | 86.7%-0.8pp | 74.4%+11.5pp | 72.5%+13.4pp |
| Annual return | 19.55% | 15.87%+3.7pp | 100.46%-80.9pp | 19.41%+0.1pp |
| Employer contribution / active EE | $2,627 | $4,751-44.7% | $2,940-10.6% | $3,722-29.4% |
| Participant deferral / active EE | $4,213 | $7,122-40.8% | $4,917-14.3% | $5,343-21.1% |
| Admin fee / account holder | $73 | $118-38.2% | $12,439-99.4% | $332-78.1% |