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 10-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 10 · EIN 84-0741890 | Accounting | $12,746 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,147 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,669 | $122,239-43.0% | $184,203-62.2% | $74,495-6.5% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 15.82% | 19.95%-4.1pp | 28.81%-13.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,015 | $4,537-33.5% | $6,427-53.1% | $2,623+15.0% |
| Participant deferral / active EE | $6,237 | $7,139-12.6% | $9,131-31.7% | $4,346+43.5% |
| Admin fee / account holder | $199 | $1,260-84.2% | $13,901-98.6% | $1,942-89.8% |