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 LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,793 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,900 |
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 | $53,338 | $96,484-44.7% | $156,263-65.9% | $74,304-28.2% |
| Participation rate | 89.7% | 67.7%+22.1pp | 78.9%+10.8pp | 60.3%+29.4pp |
| Annual return | 13.49% | 17.73%-4.2pp | 59.47%-46.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,398 | $2,528-44.7% | $4,333-67.7% | $2,241-37.6% |
| Participant deferral / active EE | $4,036 | $4,286-5.8% | $6,158-34.5% | $3,767+7.1% |
| Admin fee / account holder | $418 | $3,728-88.8% | $14,255-97.1% | $2,969-85.9% |