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 | $28,368 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $5,477 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $4,745 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 27 · EIN 39-1816008 | Advisory (Plan) | $1,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,877 | $47,126+158.6% | $149,673-18.6% | $74,419+63.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.17% | 22.75%-2.6pp | 134.42%-114.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $5,730 | $1,905+200.7% | $4,818+18.9% | $2,637+117.3% |
| Participant deferral / active EE | $4,630 | $2,728+69.7% | $5,680-18.5% | $4,528+2.3% |
| Admin fee / account holder | $158 | $343-53.9% | $13,210-98.8% | $348-54.6% |