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 8-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 10 ATTENTION COMPENSATION DEPARTMENT · SAN RAFAEL, CA 94903 | Accounting | $25,952 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $11,675 |
PW PARTNERS1 year Service code 10 · EIN 83-3323563 | Accounting | $10,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,899 | $101,317-75.4% | $146,958-83.1% | $74,495-66.6% |
| Participation rate | 94.7% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 13.14% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,728 | $3,810-28.4% | $4,933-44.7% | $2,623+4.0% |
| Participant deferral / active EE | $3,492 | $7,303-52.2% | $8,070-56.7% | $4,346-19.7% |
| Admin fee / account holder | $213 | $1,739-87.8% | $12,998-98.4% | $1,942-89.0% |