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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $11,668 |
Filed as: M2B RETIREMENT CONSULTING Service code 49 · EIN 81-3989034 | Other Services | $2,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,317 | $60,323-59.7% | $81,812-70.3% | $74,495-67.4% |
| Participation rate | 98.2% | 62.9%+35.3pp | 72.3%+25.8pp | 67.2%+31.0pp |
| Annual return | 13.37% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,655 | $2,620+39.5% | $2,912+25.5% | $2,623+39.3% |
| Participant deferral / active EE | $3,723 | $3,387+9.9% | $4,319-13.8% | $4,346-14.3% |
| Admin fee / account holder | $78 | $1,486-94.7% | $7,386-98.9% | $1,942-96.0% |