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 | $25,384 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $7,545 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $6,430 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 21 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Bank Trustee | $2,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,515 | $50,815+178.5% | $155,509-9.0% | $77,643+82.3% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 17.21% | 34.80%-17.6pp | 64.67%-47.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $5,497 | $1,993+175.8% | $4,672+17.6% | $2,726+101.7% |
| Participant deferral / active EE | $3,853 | $2,822+36.5% | $5,626-31.5% | $4,647-17.1% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.7% |