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 6-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,824 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $19,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,729 | $82,664+40.0% | $125,339-7.7% | $68,494+69.0% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $808 | $3,381-76.1% | $4,814-83.2% | $2,596-68.9% |
| Participant deferral / active EE | $10,105 | $6,110+65.4% | $7,446+35.7% | $4,027+150.9% |
| Admin fee / account holder | $3 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |