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 | $73,360-29.9% | $177,989-71.1% | $74,495-31.0% |
| Participation rate | 84.9% | 66.6%+18.3pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 20.01% | 17.49%+2.5pp | 294.48%-274.5pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,971 | $2,216-11.1% | $3,949-50.1% | $2,623-24.8% |
| Participant deferral / active EE | $6,796 | $4,513+50.6% | $6,276+8.3% | $4,346+56.4% |
| Admin fee / account holder | $30 | $1,808-98.3% | $10,363-99.7% | $1,942-98.4% |