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 | Recordkeeping and information managem... | $336,013 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,363 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $19,540 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,120 | $59,339-47.6% | $149,673-79.2% | $103,482-69.9% |
| Participation rate | 33.4% | 70.2%-36.8pp | 78.8%-45.4pp | 73.3%-39.9pp |
| Annual return | 14.17% | 77.78%-63.6pp | 134.42%-120.2pp | 33.11%-18.9pp |
| Employer contribution / active EE | $314 | $2,178-85.6% | $4,818-93.5% | $3,208-90.2% |
| Participant deferral / active EE | $1,338 | $3,716-64.0% | $5,680-76.4% | $5,207-74.3% |
| Admin fee / account holder | $71 | $103-31.3% | $13,210-99.5% | $114-38.0% |