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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,000 |
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,040 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$109,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,417 | $78,485+35.6% | $106,213+0.2% | $74,495+42.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | 16.20% | 15.95%+0.3pp | 116.14%-99.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $10,964 | $2,523+334.6% | $3,171+245.7% | $2,623+318.0% |
| Participant deferral / active EE | $19,870 | $4,322+359.7% | $5,016+296.1% | $4,346+357.2% |
| Admin fee / account holder | -$35 | $2,232-101.6% | $11,033-100.3% | $1,942-101.8% |