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 | $60,532 |
PW PARTNERS2 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $39,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,539 |
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 | $54,443 | $50,127+8.6% | $149,673-63.6% | $80,160-32.1% |
| Participation rate | 94.7% | 64.3%+30.4pp | 78.8%+15.9pp | 72.9%+21.7pp |
| Annual return | 26.80% | 29.82%-3.0pp | 134.42%-107.6pp | 40.38%-13.6pp |
| Employer contribution / active EE | $2,635 | $1,865+41.3% | $4,818-45.3% | $2,978-11.5% |
| Participant deferral / active EE | $9,700 | $3,194+203.7% | $5,680+70.8% | $5,017+93.3% |
| Admin fee / account holder | $20 | $153-86.8% | $13,210-99.8% | $145-86.1% |