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 | $35,744 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $6,298 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $3,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,382 | $64,119-1.2% | $112,228-43.5% | $66,914-5.3% |
| Participation rate | 66.5% | 68.5%-1.9pp | 75.1%-8.5pp | 69.8%-3.3pp |
| Annual return | -16.61% | -13.81%-2.8pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,173 | $3,005-27.7% | $3,635-40.2% | $2,544-14.6% |
| Participant deferral / active EE | $6,349 | $3,693+71.9% | $4,728+34.3% | $4,237+49.9% |
| Admin fee / account holder | $310 | $625-50.5% | $6,410-95.2% | $593-47.8% |