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 37 · EIN 04-2647786 | Loan Processing | $154,832 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $34,987 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,184 |
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 | $8,021 | $57,610-86.1% | $154,803-94.8% | $102,872-92.2% |
| Participation rate | 85.7% | 59.5%+26.2pp | 78.1%+7.6pp | 73.0%+12.7pp |
| Annual return | 24.09% | 30.49%-6.4pp | 58.88%-34.8pp | 19.06%+5.0pp |
| Employer contribution / active EE | $594 | $1,883-68.4% | $4,305-86.2% | $3,526-83.1% |
| Participant deferral / active EE | $2,584 | $2,914-11.3% | $5,540-53.4% | $5,535-53.3% |
| Admin fee / account holder | $77 | $368-79.1% | $14,329-99.5% | $292-73.7% |