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 LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,833 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
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 | $72,582 | $55,453+30.9% | $170,442-57.4% | $62,292+16.5% |
| Participation rate | 81.7% | 66.4%+15.3pp | 83.6%-1.9pp | 69.5%+12.2pp |
| Annual return | 19.80% | 21.38%-1.6pp | 205.93%-186.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,655 | $2,164+22.7% | $5,433-51.1% | $2,042+30.0% |
| Participant deferral / active EE | $5,371 | $2,303+133.2% | $4,939+8.7% | $3,169+69.5% |
| Admin fee / account holder | $78 | $455-82.9% | $13,880-99.4% | $479-83.8% |