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 5-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 26 · EIN 47-1411118 | Advisory (Participants) | $89,880 |
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $49,600 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $11,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,135 | $82,917+36.4% | $103,333+9.5% | $77,643+45.7% |
| Participation rate | 94.4% | 71.6%+22.8pp | 74.5%+19.9pp | 70.6%+23.8pp |
| Annual return | 11.84% | 19.13%-7.3pp | 24.88%-13.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $8,541 | $3,552+140.5% | $3,868+120.8% | $2,726+213.3% |
| Participant deferral / active EE | $6,575 | $4,108+60.0% | $5,057+30.0% | $4,647+41.5% |
| Admin fee / account holder | $273 | $638-57.2% | $8,355-96.7% | $430-36.6% |