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) | $37,270 |
ELLIS BENEFITS GROUP, INC.7+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $9,233 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,480 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,469 | $105,181+25.0% | $159,436-17.5% | $85,850+53.1% |
| Participation rate | 68.7% | 75.8%-7.1pp | 82.8%-14.1pp | 69.3%-0.6pp |
| Annual return | 14.04% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,167 | $3,318-4.6% | $4,829-34.4% | $2,565+23.5% |
| Participant deferral / active EE | $5,296 | $5,945-10.9% | $7,352-28.0% | $3,952+34.0% |
| Admin fee / account holder | $279 | $6,933-96.0% | $10,799-97.4% | $6,260-95.5% |