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, LLC Service code 28 · EIN 47-1411118 | Investment Management | $37,266 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $11,023 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $6,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,356 | $77,660-4.3% | $109,143-31.9% | $79,386-6.3% |
| Participation rate | 61.1% | 67.8%-6.7pp | 75.9%-14.8pp | 70.7%-9.6pp |
| Annual return | 24.88% | 23.44%+1.4pp | 25.75%-0.9pp | 116.85%-92.0pp |
| Employer contribution / active EE | $1,837 | $2,797-34.3% | $3,722-50.6% | $2,427-24.3% |
| Participant deferral / active EE | $5,554 | $3,518+57.9% | $4,653+19.4% | $4,046+37.3% |
| Admin fee / account holder | $285 | $732-61.0% | $6,752-95.8% | $626-54.5% |