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 21 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Bank Trustee | $26,412 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 21 · EIN 43-1270780 | Bank Trustee | $17,070 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $7,637 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 27 · EIN 39-1816008 | Advisory (Plan) | $2,400 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $45 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,918 | $65,061+64.3% | $143,757-25.6% | $66,914+59.8% |
| Participation rate | 99.5% | 65.2%+34.4pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -17.75% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $6,333 | $2,361+168.3% | $4,951+27.9% | $2,544+148.9% |
| Participant deferral / active EE | $4,691 | $2,919+60.7% | $5,637-16.8% | $4,237+10.7% |
| Admin fee / account holder | $168 | $502-66.6% | $14,673-98.9% | $593-71.7% |