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 | $117,452 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $68,328 |
DUNBAR, BENDER & ZAPF, INC.9+ years Filed as: DUNBAR BENDER & ZAPF Service code 15 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $3,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,183 | $47,126-50.8% | $149,673-84.5% | $74,419-68.8% |
| Participation rate | 79.9% | 63.4%+16.5pp | 78.8%+1.1pp | 70.7%+9.2pp |
| Annual return | 15.93% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,191 | $1,905-37.5% | $4,818-75.3% | $2,637-54.8% |
| Participant deferral / active EE | $2,806 | $2,728+2.9% | $5,680-50.6% | $4,528-38.0% |
| Admin fee / account holder | $140 | $343-59.1% | $13,210-98.9% | $348-59.7% |