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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,058 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,232 |
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 | $48,896 | $107,378-54.5% | $108,579-55.0% | $57,658-15.2% |
| Participation rate | 95.4% | 77.1%+18.3pp | 79.6%+15.8pp | 70.2%+25.2pp |
| Annual return | 7.62% | 12.80%-5.2pp | -51.70%+59.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $692 | $1,782-61.1% | $3,758-81.6% | $1,974-64.9% |
| Participant deferral / active EE | $5,060 | $3,221+57.1% | $4,311+17.4% | $3,061+65.3% |
| Admin fee / account holder | $102 | $108-5.6% | $7,645-98.7% | $95+8.3% |