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 RETIREMENT PARTNERS, LLC Service code 27 | Advisory (Plan) | $31,459 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,159 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $9,354 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,601 | $79,171-29.8% | $102,423-45.7% | $74,495-25.4% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 12.81% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,040 | $2,362-56.0% | $3,023-65.6% | $2,623-60.4% |
| Participant deferral / active EE | $4,128 | $4,415-6.5% | $5,053-18.3% | $4,346-5.0% |
| Admin fee / account holder | $64 | $2,001-96.8% | $9,451-99.3% | $1,942-96.7% |