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 15 · EIN 13-3689044 | Recordkeeping | $72,368 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $46,242 |
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 | $23,784 | $35,366-32.7% | $90,645-73.8% | $75,289-68.4% |
| Participation rate | 90.1% | 57.3%+32.8pp | 74.0%+16.1pp | 72.4%+17.7pp |
| Annual return | -3.25% | -2.19%-1.1pp | 1.88%-5.1pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,731 | $916+89.0% | $2,532-31.6% | $2,405-28.0% |
| Participant deferral / active EE | $3,040 | $1,998+52.1% | $3,425-11.2% | $3,739-18.7% |
| Admin fee / account holder | $110 | $59+87.0% | $4,994-97.8% | $102+7.9% |