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 16 · EIN 47-1411118 | Consulting | $20,000 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $174,532 | $98,780+76.7% | $60,874+186.7% | $77,904+124.0% |
| Participation rate | 53.6% | 76.7%-23.1pp | 73.1%-19.5pp | 73.7%-20.1pp |
| Annual return | -15.94% | -11.56%-4.4pp | 16.90%-32.8pp | 12.21%-28.2pp |
| Employer contribution / active EE | $11,214 | $3,605+211.1% | $2,701+315.1% | $2,848+293.8% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $11 | $89-87.0% | $3,224-99.6% | $133-91.3% |