See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.6+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $79,070 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,251 |
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 | $22,252 | $62,624-64.5% | $177,989-87.5% | $77,643-71.3% |
| Participation rate | 92.4% | 66.8%+25.5pp | 77.1%+15.3pp | 70.6%+21.8pp |
| Annual return | 15.27% | 16.16%-0.9pp | 294.48%-279.2pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,836 | $1,909-3.8% | $3,949-53.5% | $2,726-32.7% |
| Participant deferral / active EE | $4,684 | $4,219+11.0% | $6,276-25.4% | $4,647+0.8% |
| Admin fee / account holder | $157 | $386-59.4% | $10,363-98.5% | $430-63.6% |