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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,612 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,323 |
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 | $141,616 | $66,180+114.0% | $118,746+19.3% | $62,292+127.3% |
| Participation rate | 98.5% | 71.3%+27.2pp | 78.3%+20.2pp | 69.5%+29.0pp |
| Annual return | 15.62% | 60.89%-45.3pp | 24.54%-8.9pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,918 | $3,183+54.5% | $4,193+17.3% | $2,042+140.8% |
| Participant deferral / active EE | $7,761 | $4,247+82.7% | $5,332+45.5% | $3,169+144.9% |
| Admin fee / account holder | $256 | $753-66.0% | $10,720-97.6% | $479-46.5% |