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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,735 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $26,037 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,522 | $80,724+19.6% | $103,333-6.6% | $74,495+29.6% |
| Participation rate | 92.1% | 65.7%+26.4pp | 74.5%+17.6pp | 67.2%+24.9pp |
| Annual return | 24.43% | 27.56%-3.1pp | 24.88%-0.4pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $5,437 | $3,157+72.2% | $3,868+40.6% | $2,623+107.3% |
| Participant deferral / active EE | $11,998 | $3,860+210.8% | $5,057+137.2% | $4,346+176.1% |
| Admin fee / account holder | $409 | $2,368-82.7% | $8,355-95.1% | $1,942-79.0% |