See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL FINANCIAL8 years Service code 27 · EIN 20-1216032 | Advisory (Plan) | $122,030 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,425 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,081 | $50,982+55.1% | $154,803-48.9% | $85,563-7.6% |
| Participation rate | 55.5% | 59.8%-4.3pp | 78.1%-22.6pp | 66.0%-10.5pp |
| Annual return | 22.47% | 30.35%-7.9pp | 58.88%-36.4pp | 31.51%-9.0pp |
| Employer contribution / active EE | $2,809 | $1,708+64.4% | $4,305-34.8% | $2,654+5.9% |
| Participant deferral / active EE | $5,875 | $2,474+137.5% | $5,540+6.0% | $4,375+34.3% |
| Admin fee / account holder | $495 | $846-41.5% | $14,329-96.5% | $834-40.7% |