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 Service code 16 · EIN 47-1411118 | Consulting | $43,207 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $11,673 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $6,776 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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.
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 | $13,904 | $56,485-75.4% | $185,823-92.5% | $86,799-84.0% |
| Participation rate | 95.7% | 65.5%+30.2pp | 81.7%+14.0pp | 72.3%+23.4pp |
| Annual return | 4.17% | 118.04%-113.9pp | 122.05%-117.9pp | 97.91%-93.7pp |
| Employer contribution / active EE | $642 | $1,843-65.2% | $5,167-87.6% | $2,405-73.3% |
| Participant deferral / active EE | $1,107 | $2,553-56.6% | $5,568-80.1% | $4,131-73.2% |
| Admin fee / account holder | $67 | $150-55.0% | $16,237-99.6% | $170-60.3% |