See peer percentile detail. $4.99 for your first month.
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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 FINANCIAL PARTNERS LLC4 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,964 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,034 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $15,755 |
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 | $140,267 | $84,487+66.0% | $125,339+11.9% | $66,914+109.6% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.7pp | 69.8%+16.3pp |
| Annual return | -17.19% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,267 | $6,781+21.9% | $7,446+11.0% | $4,237+95.1% |
| Admin fee / account holder | $494 | $685-27.8% | $10,010-95.1% | $593-16.7% |