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 | $23,542 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $20,320 |
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 | $24,970 | $47,977-48.0% | $154,107-83.8% | $56,287-55.6% |
| Participation rate | 86.3% | 66.2%+20.1pp | 83.0%+3.2pp | 69.9%+16.4pp |
| Annual return | -7.23% | 3.54%-10.8pp | 735.12%-742.3pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,002 | $2,169+38.4% | $5,298-43.3% | $2,111+42.2% |
| Participant deferral / active EE | $3,775 | $2,392+57.8% | $5,081-25.7% | $3,350+12.7% |
| Admin fee / account holder | $118 | $438-73.0% | $13,411-99.1% | $521-77.3% |