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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,231 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,299 | $65,118+89.3% | $76,768+60.6% | $55,725+121.3% |
| Participation rate | 97.9% | 79.6%+18.3pp | 77.0%+20.9pp | 70.9%+27.0pp |
| Annual return | -5.52% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $7,990 | $1,941+311.7% | $2,485+221.5% | $2,078+284.5% |
| Participant deferral / active EE | $13,546 | $3,688+267.3% | $3,852+251.7% | $3,356+303.7% |
| Admin fee / account holder | $193 | $116+66.2% | $6,675-97.1% | $115+67.2% |