See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,813 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $23,225 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,063 | $82,202+178.7% | $125,339+82.8% | $64,808+253.4% |
| Participation rate | 85.3% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -16.12% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $7,531 | $3,615+108.3% | $4,814+56.4% | $2,506+200.5% |
| Participant deferral / active EE | $15,443 | $7,175+115.2% | $7,446+107.4% | $4,310+258.3% |
| Admin fee / account holder | $131 | $163-20.0% | $10,010-98.7% | $188-30.5% |