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 | $127,795 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $70,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,792 | $56,485-59.7% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 93.1% | 65.5%+27.6pp | 81.7%+11.4pp | 72.3%+20.8pp |
| Annual return | 12.60% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,202 | $1,843-34.8% | $5,167-76.7% | $2,405-50.0% |
| Participant deferral / active EE | $2,641 | $2,553+3.5% | $5,568-52.6% | $4,131-36.1% |
| Admin fee / account holder | $137 | $150-8.3% | $16,237-99.2% | $170-19.1% |