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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,000 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $31,264 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $6,660 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $90,491 | $52,660+71.8% | $86,612+4.5% | $80,160+12.9% |
| Participation rate | 97.6% | 62.4%+35.1pp | 71.7%+25.9pp | 72.9%+24.6pp |
| Annual return | 17.66% | 24.87%-7.2pp | 591.07%-573.4pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,543 | $2,140+18.9% | $3,022-15.8% | $2,978-14.6% |
| Participant deferral / active EE | $6,485 | $3,215+101.7% | $4,438+46.1% | $5,017+29.2% |
| Admin fee / account holder | $53 | $113-52.9% | $5,614-99.1% | $145-63.3% |