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 16 · EIN 47-1411118 | Consulting | $62,818 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $11,550 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 30-1413443 | Accounting | $11,550 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,215 |
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 | $140,701 | $106,028+32.7% | $146,958-4.3% | $77,643+81.2% |
| Participation rate | 96.3% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 22.89% | 56.73%-33.8pp | 418.34%-395.5pp | 31.24%-8.4pp |
| Employer contribution / active EE | $4,453 | $4,063+9.6% | $4,933-9.7% | $2,726+63.4% |
| Participant deferral / active EE | $16,459 | $7,990+106.0% | $8,070+104.0% | $4,647+254.2% |
| Admin fee / account holder | $69 | $337-79.5% | $12,998-99.5% | $430-83.9% |