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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $80,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,534 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,080 |
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 | $71,956 | $89,436-19.5% | $164,813-56.3% | $77,643-7.3% |
| Participation rate | 89.9% | 78.6%+11.3pp | 78.6%+11.3pp | 70.6%+19.3pp |
| Annual return | 12.76% | 28.83%-16.1pp | 69.93%-57.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,067 | $2,569-58.4% | $4,341-75.4% | $2,726-60.8% |
| Participant deferral / active EE | $8,340 | $4,897+70.3% | $6,031+38.3% | $4,647+79.5% |
| Admin fee / account holder | $201 | $339-40.7% | $12,690-98.4% | $430-53.2% |