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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $264,351 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,563 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,563 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $21,558 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,474 | $53,565-58.0% | $172,739-87.0% | $82,204-72.7% |
| Participation rate | 36.2% | 69.6%-33.5pp | 82.6%-46.5pp | 73.4%-37.2pp |
| Annual return | 19.70% | 31.42%-11.7pp | 802.84%-783.1pp | 26.31%-6.6pp |
| Employer contribution / active EE | $257 | $1,857-86.2% | $5,143-95.0% | $2,707-90.5% |
| Participant deferral / active EE | $1,118 | $3,006-62.8% | $5,198-78.5% | $4,246-73.7% |
| Admin fee / account holder | $74 | $61+21.1% | $13,954-99.5% | $76-1.7% |