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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,364 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $5,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,308 | $54,573-17.0% | $90,951-50.2% | $73,488-38.3% |
| Participation rate | 30.0% | 61.2%-31.1pp | 69.0%-39.0pp | 70.7%-40.6pp |
| Annual return | 28.07% | 16.69%+11.4pp | 134.60%-106.5pp | 28.51%-0.4pp |
| Employer contribution / active EE | $385 | $991-61.2% | $2,122-81.9% | $2,270-83.1% |
| Participant deferral / active EE | $2,026 | $2,517-19.5% | $3,373-39.9% | $3,740-45.8% |
| Admin fee / account holder | $9 | $521-98.3% | $5,959-99.8% | $513-98.3% |