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, LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,802 |
ELLIS BENEFITS GROUP, INC.6+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $5,019 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 27 INS COMP DBA MML INVESTO · CINCINNATI, OH 452771115 | Advisory (Plan) | $4,649 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,204 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,668 | $98,750+0.9% | $149,696-33.4% | $79,858+24.8% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.5pp |
| Annual return | 17.13% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,147 | $3,216-2.2% | $4,644-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $4,652 | $5,680-18.1% | $6,842-32.0% | $3,740+24.4% |
| Admin fee / account holder | $154 | $6,053-97.5% | $9,309-98.4% | $5,306-97.1% |