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: FIDELITY INVEST INST OPS CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $25,518 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,404 | $80,724-12.8% | $103,333-31.9% | $74,495-5.5% |
| Participation rate | 71.3% | 65.7%+5.7pp | 74.5%-3.2pp | 67.2%+4.1pp |
| Annual return | 15.30% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $605 | $3,157-80.8% | $3,868-84.4% | $2,623-76.9% |
| Participant deferral / active EE | $2,843 | $3,860-26.4% | $5,057-43.8% | $4,346-34.6% |
| Admin fee / account holder | $283 | $2,368-88.1% | $8,355-96.6% | $1,942-85.4% |