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 26 | Advisory (Participants) | $22,246 |
PLAN DESIGN CONSULTANTS, INC.6+ years Service code 15 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Recordkeeping | $1,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,881 | $62,132-51.9% | $185,823-83.9% | $73,488-59.3% |
| Participation rate | 61.5% | 67.8%-6.3pp | 78.0%-16.5pp | 70.7%-9.2pp |
| Annual return | 12.04% | 20.44%-8.4pp | 35.95%-23.9pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,710 | $3,711-53.9% | $5,632-69.6% | $3,740-54.3% |
| Admin fee / account holder | $400 | $419-4.4% | $9,500-95.8% | $513-22.0% |