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 Service code 23 · EIN 95-2834236 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Investment advisory (plan); Insurance... | $28,734 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $22,028 |
Service code 13 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $11,783 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,810 | $100,801-70.4% | $149,696-80.1% | $73,409-59.4% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.8pp | 72.2%+23.1pp |
| Annual return | 20.53% | 265.34%-244.8pp | 276.60%-256.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,661 | $3,312-49.9% | $4,644-64.2% | $2,234-25.7% |
| Participant deferral / active EE | $4,342 | $6,404-32.2% | $6,842-36.5% | $3,805+14.1% |
| Admin fee / account holder | $249 | $181+37.9% | $9,309-97.3% | $158+57.9% |