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 | $93,941 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $27,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,650 | $46,292-66.2% | $143,757-89.1% | $64,808-75.9% |
| Participation rate | 83.8% | 64.2%+19.6pp | 80.3%+3.5pp | 71.5%+12.3pp |
| Annual return | 4.05% | -10.05%+14.1pp | -0.04%+4.1pp | 32.82%-28.8pp |
| Employer contribution / active EE | $783 | $1,910-59.0% | $4,951-84.2% | $2,506-68.8% |
| Participant deferral / active EE | $1,125 | $2,646-57.5% | $5,637-80.0% | $4,310-73.9% |
| Admin fee / account holder | $9 | $154-94.2% | $14,673-99.9% | $188-95.2% |