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 13 · EIN 06-1050034 | Contract Administrator | $44,992 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,451 | $82,664+121.9% | $125,339+46.4% | $68,494+167.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $8,859 | $3,381+162.0% | $4,814+84.0% | $2,596+241.2% |
| Participant deferral / active EE | $18,910 | $6,110+209.5% | $7,446+154.0% | $4,027+369.6% |
| Admin fee / account holder | $302 | $6,275-95.2% | $10,010-97.0% | $5,403-94.4% |