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 | $33,636 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping and information managem... | $18,716 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,930 | $80,724+4.0% | $103,333-18.8% | $74,495+12.7% |
| Participation rate | 70.3% | 65.7%+4.6pp | 74.5%-4.2pp | 67.2%+3.1pp |
| Annual return | 23.09% | 27.56%-4.5pp | 24.88%-1.8pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,200 | $3,157-30.3% | $3,868-43.1% | $2,623-16.1% |
| Participant deferral / active EE | $7,212 | $3,860+86.8% | $5,057+42.6% | $4,346+66.0% |
| Admin fee / account holder | $286 | $2,368-87.9% | $8,355-96.6% | $1,942-85.3% |