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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,679 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,745 | $42,353+31.6% | $79,550-29.9% | $64,808-14.0% |
| Participation rate | 71.3% | 64.8%+6.6pp | 69.5%+1.9pp | 71.5%-0.1pp |
| Annual return | -13.24% | -12.24%-1.0pp | 0.16%-13.4pp | 32.82%-46.1pp |
| Employer contribution / active EE | $749 | $1,181-36.6% | $2,413-69.0% | $2,506-70.1% |
| Participant deferral / active EE | $4,440 | $3,170+40.0% | $3,985+11.4% | $4,310+3.0% |
| Admin fee / account holder | $109 | $160-31.7% | $6,832-98.4% | $188-41.9% |