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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,978 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT Service code 16 · EIN 47-1411118 | Consulting | $21,809 |
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 | $95,535 | $59,186+61.4% | $76,768+24.4% | $56,287+69.7% |
| Participation rate | 86.0% | 75.2%+10.7pp | 77.0%+9.0pp | 69.9%+16.1pp |
| Annual return | -5.00% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $10,394 | $1,759+491.0% | $2,485+318.2% | $2,111+392.4% |
| Participant deferral / active EE | $9,348 | $3,255+187.2% | $3,852+142.7% | $3,350+179.1% |
| Admin fee / account holder | $293 | $489-40.1% | $6,675-95.6% | $521-43.8% |