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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,054 |
ERICKSON & CARNEGIE, LLP3+ years Service code 15 · EIN 46-5607846 | Recordkeeping | $5,500 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,739 | $63,299+19.7% | $91,001-16.8% | $62,292+21.6% |
| Participation rate | 63.1% | 73.3%-10.2pp | 75.6%-12.5pp | 69.5%-6.4pp |
| Annual return | 17.26% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $876 | $1,807-51.5% | $2,456-64.3% | $2,042-57.1% |
| Participant deferral / active EE | $2,328 | $2,943-20.9% | $3,547-34.4% | $3,169-26.5% |
| Admin fee / account holder | $229 | $468-51.0% | $5,417-95.8% | $479-52.2% |