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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,764 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $24,035 |
SOPHOS, INC1 year Service code 10 · EIN 04-3328310 | Accounting | $21,900 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $19,654 |
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 | $102,300 | $104,317-1.9% | $159,436-35.8% | $86,799+17.9% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.8%+12.4pp | 72.3%+22.9pp |
| Annual return | 21.65% | 26.32%-4.7pp | 263.57%-241.9pp | 97.91%-76.3pp |
| Employer contribution / active EE | $3,978 | $3,451+15.3% | $4,829-17.6% | $2,405+65.4% |
| Participant deferral / active EE | $12,071 | $6,837+76.5% | $7,352+64.2% | $4,131+192.2% |
| Admin fee / account holder | $144 | $172-16.5% | $10,799-98.7% | $170-15.2% |