Filed April 20, 2026
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 15 · EIN 35-0145825 | Recordkeeping | $99,463 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $53,852 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,814 |
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 | $32,865 | $50,127-34.4% | $149,673-78.0% | $80,160-59.0% |
| Participation rate | 94.9% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 20.89% | 29.82%-8.9pp | 134.42%-113.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $1,812 | $1,865-2.8% | $4,818-62.4% | $2,978-39.2% |
| Participant deferral / active EE | $3,009 | $3,194-5.8% | $5,680-47.0% | $5,017-40.0% |
| Admin fee / account holder | $34 | $153-77.9% | $13,210-99.7% | $145-76.7% |