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 99 · EIN 47-1411118 | Other Fees | $58,370 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 | Other Services | $48,582 |
STANLEY DIRNBERGER1 year Filed as: STANLEY, DIRNBERGER, HOPPER ASSP Service code 99 · EIN 22-2000222 | Other Fees | $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 | $36,869 | $49,693-25.8% | $70,515-47.7% | $74,419-50.5% |
| Participation rate | 92.6% | 64.7%+28.0pp | 68.3%+24.3pp | 70.7%+21.9pp |
| Annual return | 17.64% | 21.22%-3.6pp | 32.77%-15.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,117 | $1,773+19.4% | $2,973-28.8% | $2,637-19.7% |
| Participant deferral / active EE | $3,092 | $3,376-8.4% | $4,567-32.3% | $4,528-31.7% |
| Admin fee / account holder | $210 | $316-33.6% | $6,412-96.7% | $348-39.7% |