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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,121 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $27,115 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,325 |
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 | $156,812 | $88,122+77.9% | $141,162+11.1% | $67,579+132.0% |
| Participation rate | 85.0% | 76.5%+8.5pp | 82.5%+2.5pp | 71.3%+13.7pp |
| Annual return | 23.15% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $2,526 | $3,224-21.7% | $4,735-46.7% | $2,148+17.6% |
| Participant deferral / active EE | $8,738 | $5,958+46.7% | $6,709+30.2% | $3,539+146.9% |
| Admin fee / account holder | $122 | $131-6.8% | $10,261-98.8% | $142-14.2% |