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 99 · EIN 47-1411118 | Other Fees | $5,498 |
BAIRD FUNDS1 year Filed as: ROBERT J. DEVEREAUX CORP Service code 99 | Other Fees | $3,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,939 | $55,449+15.3% | $83,848-23.7% | $56,287+13.6% |
| Participation rate | 56.5% | 68.0%-11.5pp | 76.1%-19.6pp | 69.9%-13.3pp |
| Annual return | 12.46% | -1.38%+13.8pp | 850.88%-838.4pp | -9.96%+22.4pp |
| Employer contribution / active EE | $1,174 | $2,430-51.7% | $3,631-67.7% | $2,111-44.4% |
| Participant deferral / active EE | $3,271 | $2,935+11.4% | $4,082-19.9% | $3,350-2.3% |
| Admin fee / account holder | $13 | $656-98.0% | $5,478-99.8% | $521-97.4% |