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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,078 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,881 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $8,632 |
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 | $120,494 | $63,299+90.4% | $91,001+32.4% | $62,292+93.4% |
| Participation rate | 99.5% | 73.3%+26.2pp | 75.6%+23.9pp | 69.5%+30.0pp |
| Annual return | 25.53% | 20.99%+4.5pp | 4.60%+20.9pp | 28.90%-3.4pp |
| Employer contribution / active EE | $7,376 | $1,807+308.3% | $2,456+200.4% | $2,042+261.2% |
| Participant deferral / active EE | $6,015 | $2,943+104.4% | $3,547+69.6% | $3,169+89.8% |
| Admin fee / account holder | $215 | $468-53.9% | $5,417-96.0% | $479-55.1% |