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 3-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,806 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $14,422 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,737 | $76,670+6.6% | $96,683-15.5% | $71,457+14.4% |
| Participation rate | 93.6% | 66.6%+27.0pp | 74.3%+19.2pp | 67.9%+25.7pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.69%-35.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $5,286 | $3,031+74.4% | $3,737+41.5% | $2,588+104.3% |
| Participant deferral / active EE | $11,597 | $3,771+207.5% | $4,878+137.7% | $4,289+170.4% |
| Admin fee / account holder | $245 | $2,028-87.9% | $6,730-96.4% | $1,587-84.6% |