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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,690 |
Service code 27 | Advisory (Plan) | $81,872 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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 | $292,381 | $59,107+394.7% | $86,436+238.3% | $68,494+326.9% |
| Participation rate | 99.0% | 75.2%+23.7pp | 80.3%+18.6pp | 67.9%+31.1pp |
| Annual return | -12.38% | -0.23%-12.2pp | 4394.89%-4407.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $7,967 | $2,519+216.3% | $3,769+111.4% | $2,596+206.9% |
| Participant deferral / active EE | $7,721 | $5,901+30.8% | $6,952+11.1% | $4,027+91.7% |
| Admin fee / account holder | $714 | $5,637-87.3% | $6,731-89.4% | $5,403-86.8% |