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 | $126,337 |
Service code 27 | Advisory (Plan) | $82,096 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $259,307 | $69,477+273.2% | $94,646+174.0% | $71,457+262.9% |
| Participation rate | 99.0% | 78.4%+20.6pp | 80.8%+18.2pp | 67.9%+31.1pp |
| Annual return | -12.35% | 29.66%-42.0pp | 156.71%-169.1pp | 28.85%-41.2pp |
| Employer contribution / active EE | $10,985 | $2,853+285.0% | $3,672+199.1% | $2,588+324.5% |
| Participant deferral / active EE | $8,001 | $7,345+8.9% | $7,418+7.9% | $4,289+86.6% |
| Admin fee / account holder | $731 | $1,210-39.5% | $7,231-89.9% | $1,587-53.9% |