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 7-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 PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HWY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $18,604 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $966 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,398 | $52,406-22.9% | $129,207-68.7% | $74,495-45.8% |
| Participation rate | 60.8% | 53.8%+7.0pp | 69.6%-8.8pp | 67.2%-6.4pp |
| Annual return | 17.18% | 15.66%+1.5pp | 9417.33%-9400.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,252 | $1,531+47.1% | $4,153-45.8% | $2,623-14.1% |
| Participant deferral / active EE | $4,618 | $2,794+65.3% | $4,168+10.8% | $4,346+6.3% |
| Admin fee / account holder | $377 | $2,633-85.7% | $7,715-95.1% | $1,942-80.6% |