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 | $33,916 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Consulting (general); Participant loa... | $29,057 |
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 | $104,584 | $95,880+9.1% | $107,525-2.7% | $85,563+22.2% |
| Participation rate | 67.7% | 70.1%-2.4pp | 75.1%-7.3pp | 66.0%+1.8pp |
| Annual return | 20.58% | 68.06%-47.5pp | 181.32%-160.7pp | 31.51%-10.9pp |
| Employer contribution / active EE | $2,336 | $3,812-38.7% | $3,754-37.8% | $2,654-12.0% |
| Participant deferral / active EE | $7,354 | $4,201+75.1% | $5,116+43.8% | $4,375+68.1% |
| Admin fee / account holder | $288 | $1,025-71.9% | $8,919-96.8% | $834-65.5% |