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 LLC2+ years Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $110,343 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,435 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,693 | $102,317+108.9% | $146,958+45.4% | $80,856+164.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 11.56% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,362 | $3,713+44.4% | $4,933+8.7% | $2,755+94.6% |
| Participant deferral / active EE | $20,749 | $6,644+212.3% | $8,070+157.1% | $4,296+383.0% |
| Admin fee / account holder | $443 | $7,941-94.4% | $12,998-96.6% | $6,918-93.6% |