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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $24,996 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,962 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,610 | $73,360-52.8% | $177,989-80.6% | $74,495-53.5% |
| Participation rate | 92.1% | 66.6%+25.5pp | 77.1%+15.1pp | 67.2%+24.9pp |
| Annual return | 15.01% | 17.49%-2.5pp | 294.48%-279.5pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,492 | $2,216+12.4% | $3,949-36.9% | $2,623-5.0% |
| Participant deferral / active EE | $4,564 | $4,513+1.1% | $6,276-27.3% | $4,346+5.0% |
| Admin fee / account holder | $119 | $1,808-93.4% | $10,363-98.9% | $1,942-93.9% |