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 |
|---|---|---|
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,236 |
Filed as: DUNBAR, BENDER & ZAPF, INC Service code 13 · EIN 25-1650062 | Contract Administrator | $4,519 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $1,122 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,371 | $65,322+15.4% | $70,449+7.0% | $73,488+2.6% |
| Participation rate | 77.0% | 77.0%0pp | 75.1%+1.9pp | 70.7%+6.3pp |
| Annual return | 4.75% | 15.71%-11.0pp | 109.03%-104.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $3,252 | $2,460+32.2% | $2,737+18.8% | $2,270+43.3% |
| Participant deferral / active EE | $2,442 | $3,375-27.6% | $3,709-34.1% | $3,740-34.7% |
| Admin fee / account holder | $9 | $214-96.0% | $3,845-99.8% | $513-98.3% |