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 · EIN 47-1411118 | Advisory (Plan) | $28,964 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,531 |
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 | $159,519 | $79,171+101.5% | $102,423+55.7% | $74,495+114.1% |
| Participation rate | 91.0% | 74.8%+16.2pp | 76.5%+14.5pp | 67.2%+23.7pp |
| Annual return | 16.19% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,913 | $2,362+23.3% | $3,023-3.7% | $2,623+11.1% |
| Participant deferral / active EE | $6,594 | $4,415+49.3% | $5,053+30.5% | $4,346+51.7% |
| Admin fee / account holder | $124 | $2,001-93.8% | $9,451-98.7% | $1,942-93.6% |