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 8-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 Service code 27 · EIN 47-1411118 | Advisory (Plan) | $89,245 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,462 | $66,813+415.6% | $100,516+242.7% | $73,488+368.7% |
| Participation rate | 99.1% | 77.5%+21.7pp | 79.4%+19.7pp | 70.7%+28.4pp |
| Annual return | 24.27% | 25.70%-1.4pp | 30.89%-6.6pp | 28.51%-4.2pp |
| Employer contribution / active EE | $5,473 | $2,147+155.0% | $3,418+60.1% | $2,270+141.1% |
| Participant deferral / active EE | $6,075 | $5,883+3.3% | $6,270-3.1% | $3,740+62.5% |
| Admin fee / account holder | $888 | $512+73.5% | $8,081-89.0% | $513+73.2% |