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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,130 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,181 |
LVBW LLP1 year Service code 10 · EIN 22-3736025 | Accounting | $10,800 |
Form 5500 reported that benefits due were not provided when due.
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 | $115,627 | $65,435+76.7% | $86,677+33.4% | $66,914+72.8% |
| Participation rate | 95.0% | 75.5%+19.6pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -15.29% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,658 | $2,153+116.3% | $2,836+64.2% | $2,544+83.1% |
| Participant deferral / active EE | $7,708 | $4,100+88.0% | $4,656+65.6% | $4,237+81.9% |
| Admin fee / account holder | $204 | $642-68.2% | $7,493-97.3% | $593-65.6% |