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 5-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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,717 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,187 | $65,946-70.9% | $81,783-76.5% | $77,671-75.3% |
| Participation rate | 94.6% | 65.8%+28.9pp | 72.4%+22.3pp | 70.6%+24.1pp |
| Annual return | 17.16% | 26.65%-9.5pp | 775.05%-757.9pp | 31.21%-14.1pp |
| Employer contribution / active EE | $2,685 | $2,371+13.2% | $2,913-7.8% | $2,726-1.5% |
| Participant deferral / active EE | $5,988 | $3,507+70.8% | $4,320+38.6% | $4,648+28.8% |
| Admin fee / account holder | $143 | $527-72.8% | $7,380-98.1% | $430-66.7% |