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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,010 | $86,655-66.5% | $119,609-75.7% | $66,914-56.6% |
| Participation rate | 77.6% | 75.6%+2.0pp | 79.3%-1.7pp | 69.8%+7.8pp |
| Annual return | -15.27% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,186 | $2,536-13.8% | $4,232-48.3% | $2,544-14.1% |
| Participant deferral / active EE | $3,357 | $4,358-23.0% | $5,602-40.1% | $4,237-20.8% |
| Admin fee / account holder | $257 | $755-65.9% | $10,323-97.5% | $593-56.6% |