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 LLC8+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,110 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $13,401 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,196 | $51,197+21.5% | $82,719-24.8% | $66,914-7.1% |
| Participation rate | 73.4% | 67.8%+5.6pp | 72.6%+0.8pp | 69.8%+3.6pp |
| Annual return | -13.44% | -9.64%-3.8pp | 701.18%-714.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,774 | $2,611+6.3% | $3,009-7.8% | $2,544+9.0% |
| Participant deferral / active EE | $5,808 | $3,458+67.9% | $4,395+32.1% | $4,237+37.1% |
| Admin fee / account holder | $89 | $416-78.7% | $5,329-98.3% | $593-85.1% |