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 16 · EIN 47-1411118 | Consulting | $115,595 |
PW PARTNERS3 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$92,447 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,372 | $53,136+9.9% | $155,509-62.5% | $199,593-70.8% |
| Participation rate | 91.7% | 64.1%+27.6pp | 78.2%+13.5pp | 72.0%+19.7pp |
| Annual return | 22.37% | 41.15%-18.8pp | 64.67%-42.3pp | 34.25%-11.9pp |
| Employer contribution / active EE | $2,357 | $1,851+27.4% | $4,672-49.5% | $3,034-22.3% |
| Participant deferral / active EE | $8,584 | $3,161+171.6% | $5,626+52.6% | $5,087+68.7% |
| Admin fee / account holder | $8 | $185-95.8% | $15,912-100.0% | $269-97.1% |