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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,959 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,302 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,040 | $62,132-90.3% | $185,823-96.7% | $73,488-91.8% |
| Participation rate | 98.4% | 67.8%+30.6pp | 78.0%+20.4pp | 70.7%+27.7pp |
| Annual return | 15.27% | 20.44%-5.2pp | 35.95%-20.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,024 | $1,681-39.1% | $4,087-74.9% | $2,270-54.9% |
| Participant deferral / active EE | $1,316 | $3,711-64.5% | $5,632-76.6% | $3,740-64.8% |
| Admin fee / account holder | $51 | $419-87.8% | $9,500-99.5% | $513-90.0% |