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) | $21,521 |
PLAN DESIGN CONSULTANTS, INC.7+ years Service code 15 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Recordkeeping | $1,030 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,171 | $79,449-55.7% | $189,557-81.4% | $85,850-59.0% |
| Participation rate | 62.5% | 66.0%-3.5pp | 78.4%-15.9pp | 69.3%-6.8pp |
| Annual return | 10.49% | 18.45%-8.0pp | 64.17%-53.7pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,813 | $4,051-30.6% | $6,174-54.4% | $3,952-28.8% |
| Admin fee / account holder | $450 | $5,377-91.6% | $9,807-95.4% | $6,260-92.8% |