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 | $92,162 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $52,436 |
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 | $26,265 | $48,406-45.7% | $104,607-74.9% | $90,288-70.9% |
| Participation rate | 95.9% | 64.3%+31.6pp | 74.1%+21.8pp | 73.4%+22.6pp |
| Annual return | 19.67% | 18.72%+1.0pp | 340.46%-320.8pp | 53.97%-34.3pp |
| Employer contribution / active EE | $1,784 | $1,115+60.0% | $2,681-33.5% | $2,524-29.3% |
| Participant deferral / active EE | $3,180 | $2,436+30.5% | $3,740-15.0% | $4,232-24.9% |
| Admin fee / account holder | $81 | $76+6.9% | $6,473-98.7% | $114-28.9% |