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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $70,269 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,039 |
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 | $29,857 | $41,281-27.7% | $109,313-72.7% | $57,658-48.2% |
| Participation rate | 94.8% | 59.3%+35.5pp | 71.3%+23.6pp | 70.2%+24.6pp |
| Annual return | 8.31% | 8.97%-0.7pp | 22.07%-13.8pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,650 | $1,201+120.6% | $3,892-31.9% | $1,974+34.3% |
| Participant deferral / active EE | $3,382 | $2,223+52.1% | $3,166+6.8% | $3,061+10.5% |
| Admin fee / account holder | $131 | $75+73.6% | $5,666-97.7% | $95+38.2% |