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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $368,300 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,375 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $8,700 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4 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.
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 | $28,807 | $69,238-58.4% | $185,823-84.5% | $101,517-71.6% |
| Participation rate | 35.3% | 73.5%-38.2pp | 81.7%-46.4pp | 74.6%-39.2pp |
| Annual return | 13.61% | 21.26%-7.7pp | 122.05%-108.4pp | 21.00%-7.4pp |
| Employer contribution / active EE | $302 | $2,104-85.7% | $5,167-94.2% | $2,973-89.9% |
| Participant deferral / active EE | $1,398 | $3,764-62.8% | $5,568-74.9% | $4,873-71.3% |
| Admin fee / account holder | $90 | $66+35.6% | $16,237-99.4% | $139-35.5% |