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 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $12,365 |
TRITON SERVICES CORPORATION5+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Recordkeeping | $11,098 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,685 | $50,666-39.4% | $76,817-60.1% | $65,185-52.9% |
| Participation rate | 59.4% | 68.8%-9.5pp | 72.1%-12.7pp | 70.2%-10.8pp |
| Annual return | 16.11% | 28.51%-12.4pp | 1166.11%-1150.0pp | 29.38%-13.3pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,870 | $2,647-29.4% | $3,336-43.9% | $3,514-46.8% |
| Admin fee / account holder | $212 | $463-54.2% | $6,420-96.7% | $847-75.0% |