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 64 · EIN 71-0294708 | Recordkeeping Fees | $25,188 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 55 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Commissions | $14,250 |
SIKICH LLP2 years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,500 | $82,917+58.6% | $103,333+27.3% | $77,643+69.4% |
| Participation rate | 43.5% | 71.6%-28.0pp | 74.5%-31.0pp | 70.6%-27.0pp |
| Annual return | 13.63% | 19.13%-5.5pp | 24.88%-11.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,992 | $3,552-43.9% | $3,868-48.5% | $2,726-26.9% |
| Participant deferral / active EE | $3,239 | $4,108-21.2% | $5,057-36.0% | $4,647-30.3% |
| Admin fee / account holder | $231 | $638-63.9% | $8,355-97.2% | $430-46.4% |