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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $45,682 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $35,943 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,138 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,331 | $54,320+88.4% | $67,652+51.3% | $52,331+95.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.25% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,575 | $1,544+131.6% | $2,266+57.8% | $1,882+90.0% |
| Participant deferral / active EE | $3,820 | $2,950+29.5% | $3,560+7.3% | $3,022+26.4% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |