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 6-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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $4,320 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $1,375 |
ADVISORY ASSETS GROUP1 year Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $877 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,540 | $282,106-82.8% | $172,739-71.9% | - |
| Participation rate | 22.9% | 64.8%-41.9pp | 82.6%-59.8pp | - |
| Annual return | 14.27% | 12.00%+2.3pp | 802.84%-788.6pp | - |
| Employer contribution / active EE | $276 | $1,776-84.5% | $5,143-94.6% | - |
| Participant deferral / active EE | $797 | $2,424-67.1% | $5,198-84.7% | - |
| Admin fee / account holder | $12 | $24,081-99.9% | $13,954-99.9% | - |