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 99 · EIN 47-1411118 | Other Fees | $27,467 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $5,648 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,413 | $73,397-30.0% | $178,014-71.1% | $74,546-31.0% |
| Participation rate | 84.9% | 66.6%+18.3pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 20.01% | 17.49%+2.5pp | 294.80%-274.8pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $1,971 | $2,217-11.1% | $3,950-50.1% | $2,624-24.9% |
| Participant deferral / active EE | $6,796 | $4,512+50.6% | $6,276+8.3% | $4,347+56.3% |
| Admin fee / account holder | $30 | $1,809-98.3% | $10,362-99.7% | $1,944-98.4% |