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 LLC10+ years Service code 28 · EIN 47-1411118 | Investment Management | $63,771 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $670,023 | $100,923+563.9% | $150,045+346.5% | $74,304+801.7% |
| Participation rate | 91.5% | 70.1%+21.4pp | 82.3%+9.2pp | 60.3%+31.2pp |
| Annual return | 4.33% | 51.77%-47.4pp | 62.55%-58.2pp | 29.43%-25.1pp |
| Employer contribution / active EE | $27,503 | $3,463+694.1% | $4,693+486.0% | $2,241+1127.2% |
| Participant deferral / active EE | $13,943 | $6,709+107.8% | $7,997+74.3% | $3,767+270.1% |
| Admin fee / account holder | $581 | $2,767-79.0% | $13,435-95.7% | $2,969-80.4% |