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 LLC4+ 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 SERVICES4+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $5,958 |
ADVISORY ASSETS GROUP3 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,487 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $1,125 |
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.
Annual investment return 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 | $48,864 | $61,156-20.1% | $185,823-73.7% | $79,386-38.4% |
| Participation rate | 39.4% | 66.6%-27.2pp | 81.7%-42.3pp | 70.7%-31.3pp |
| Annual return | 10.40% | 19.45%-9.1pp | 122.05%-111.7pp | 116.85%-106.5pp |
| Employer contribution / active EE | $409 | $2,321-82.4% | $5,167-92.1% | $2,427-83.2% |
| Participant deferral / active EE | $1,242 | $2,789-55.5% | $5,568-77.7% | $4,046-69.3% |
| Admin fee / account holder | $19 | $710-97.3% | $16,237-99.9% | $626-97.0% |