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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $67,124 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $36,880 |
DUNBAR, BENDER & ZAPF, INC.5+ years Filed as: DUNBAR BENDER & ZAPF Service code 37 FRICK BUILDING, SUITE 1100 · PITTSBURGH, PA 15219 | Loan Processing | $18,527 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,242 | $62,928-67.8% | $172,739-88.3% | $67,579-70.0% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 17.81% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,191 | $1,636-27.2% | $5,143-76.8% | $2,148-44.5% |
| Participant deferral / active EE | $2,770 | $2,145+29.1% | $5,198-46.7% | $3,539-21.7% |
| Admin fee / account holder | $117 | $167-29.7% | $13,954-99.2% | $142-17.6% |