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, LLC Service code 16 · EIN 47-1411118 | Consulting | $45,000 |
WEAVER AND TIDWELL, LLP8 years Service code 10 · EIN 75-0786316 | Accounting | $14,700 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASH,SM P.C Service code 29 · EIN 57-1044820 | Legal | $11,652 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$167,971 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,506 | $101,317+182.8% | $146,958+95.0% | $74,495+284.6% |
| Participation rate | 91.8% | 75.5%+16.3pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 13.09% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $29 | $3,810-99.2% | $4,933-99.4% | $2,623-98.9% |
| Participant deferral / active EE | $9,842 | $7,303+34.8% | $8,070+22.0% | $4,346+126.5% |
| Admin fee / account holder | -$147 | $1,739-108.5% | $12,998-101.1% | $1,942-107.6% |