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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,609 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,672 |
Service code 10 · EIN 20-1726469 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,719 | $80,724-16.1% | $103,333-34.5% | $74,495-9.1% |
| Participation rate | 84.3% | 65.7%+18.6pp | 74.5%+9.8pp | 67.2%+17.1pp |
| Annual return | 15.55% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5,118 | $3,157+62.1% | $3,868+32.3% | $2,623+95.1% |
| Participant deferral / active EE | $10,235 | $3,860+165.1% | $5,057+102.4% | $4,346+135.5% |
| Admin fee / account holder | $367 | $2,368-84.5% | $8,355-95.6% | $1,942-81.1% |