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 10-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 FINANCIAL4 years Service code 27 · EIN 20-1216032 | Advisory (Plan) | $54,231 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,225 |
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 | $55,352 | $61,156-9.5% | $185,823-70.2% | $79,386-30.3% |
| Participation rate | 54.1% | 66.6%-12.5pp | 81.7%-27.6pp | 70.7%-16.6pp |
| Annual return | 21.71% | 19.45%+2.3pp | 122.05%-100.3pp | 116.85%-95.1pp |
| Employer contribution / active EE | $2,205 | $2,321-5.0% | $5,167-57.3% | $2,427-9.1% |
| Participant deferral / active EE | $5,017 | $2,789+79.9% | $5,568-9.9% | $4,046+24.0% |
| Admin fee / account holder | $400 | $710-43.6% | $16,237-97.5% | $626-36.1% |