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 | $33,357 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Participant communication; Claims pro... | $14,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,841 | $76,670-3.7% | $96,683-23.6% | $71,457+3.3% |
| Participation rate | 70.0% | 66.6%+3.4pp | 74.3%-4.3pp | 67.9%+2.1pp |
| Annual return | 17.74% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,267 | $3,031-25.2% | $3,737-39.3% | $2,588-12.4% |
| Participant deferral / active EE | $6,947 | $3,771+84.2% | $4,878+42.4% | $4,289+62.0% |
| Admin fee / account holder | $237 | $2,028-88.3% | $6,730-96.5% | $1,587-85.1% |