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 | $137,484 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $70,759 |
DUNBAR, BENDER & ZAPF, INC.8+ years Filed as: DUNBAR BENDER & ZAPF Service code 15 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $22,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,174 | $46,292-56.4% | $143,757-86.0% | $64,808-68.9% |
| Participation rate | 97.2% | 64.2%+32.9pp | 80.3%+16.9pp | 71.5%+25.7pp |
| Annual return | -15.70% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,083 | $1,910-43.3% | $4,951-78.1% | $2,506-56.8% |
| Participant deferral / active EE | $2,823 | $2,646+6.7% | $5,637-49.9% | $4,310-34.5% |
| Admin fee / account holder | $171 | $154+11.1% | $14,673-98.8% | $188-9.1% |