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 | Sales loads (front end and deferred);... | $406,821 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,563 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $21,011 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $8,188 |
NATIONAL FINANCIAL SERVICES7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,762 | $67,679-50.1% | $155,509-78.3% | $99,062-65.9% |
| Participation rate | 33.0% | 67.2%-34.2pp | 78.2%-45.2pp | 71.6%-38.7pp |
| Annual return | 8.62% | 16.16%-7.5pp | 64.67%-56.0pp | 17.66%-9.0pp |
| Employer contribution / active EE | $350 | $2,268-84.6% | $4,672-92.5% | $3,262-89.3% |
| Participant deferral / active EE | $1,481 | $3,828-61.3% | $5,626-73.7% | $5,331-72.2% |
| Admin fee / account holder | $94 | $94+0.2% | $15,912-99.4% | $109-13.9% |