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 7-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 37 · EIN 04-2647786 | Loan Processing | $27,985 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,178 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,777 | $66,813-62.9% | $100,516-75.4% | $73,488-66.3% |
| Participation rate | 78.4% | 77.5%+1.0pp | 79.4%-1.0pp | 70.7%+7.8pp |
| Annual return | 14.82% | 25.70%-10.9pp | 30.89%-16.1pp | 28.51%-13.7pp |
| Employer contribution / active EE | $161 | $2,147-92.5% | $3,418-95.3% | $2,270-92.9% |
| Participant deferral / active EE | $3,717 | $5,883-36.8% | $6,270-40.7% | $3,740-0.6% |
| Admin fee / account holder | $181 | $512-64.6% | $8,081-97.8% | $513-64.6% |