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 | $37,202 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,578 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,692 | $89,282-72.3% | $94,646-73.9% | $74,419-66.8% |
| Participation rate | 89.1% | 82.4%+6.6pp | 80.8%+8.2pp | 70.7%+18.3pp |
| Annual return | 21.57% | 25.96%-4.4pp | 156.71%-135.1pp | 34.38%-12.8pp |
| Employer contribution / active EE | $319 | $3,022-89.4% | $3,672-91.3% | $2,637-87.9% |
| Participant deferral / active EE | $4,589 | $8,425-45.5% | $7,418-38.1% | $4,528+1.4% |
| Admin fee / account holder | $160 | $219-27.1% | $7,231-97.8% | $348-54.1% |