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 3-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) | $33,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,455 | $101,317+30.7% | $146,958-9.9% | $74,495+77.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 14.65% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,189 | $3,810-16.3% | $4,933-35.3% | $2,623+21.6% |
| Participant deferral / active EE | $13,763 | $7,303+88.5% | $8,070+70.5% | $4,346+216.7% |
| Admin fee / account holder | $109 | $1,739-93.7% | $12,998-99.2% | $1,942-94.4% |