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 LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,165 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Securities brokerage; Recordkeeping f... | $19,241 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $4,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,056 | $54,193+16.4% | $93,606-32.6% | $77,643-18.8% |
| Participation rate | 78.8% | 63.9%+14.9pp | 68.7%+10.1pp | 70.6%+8.3pp |
| Annual return | 11.67% | 30.54%-18.9pp | 133.20%-121.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $841 | $1,168-28.0% | $2,420-65.3% | $2,726-69.2% |
| Participant deferral / active EE | $4,853 | $3,144+54.4% | $4,411+10.0% | $4,647+4.4% |
| Admin fee / account holder | $158 | $576-72.6% | $8,285-98.1% | $430-63.3% |