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 PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
Service code 10 · EIN 06-1050034 | Accounting | $37,797 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 39-0859910 | Accounting | $12,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,838 | $85,135+19.6% | $98,907+3.0% | $73,409+38.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 13.36% | 19.14%-5.8pp | 196.43%-183.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $5,355 | $2,721+96.8% | $2,689+99.2% | $2,234+139.8% |
| Participant deferral / active EE | $4,490 | $4,349+3.2% | $4,244+5.8% | $3,805+18.0% |
| Admin fee / account holder | $122 | $139-12.1% | $6,642-98.2% | $158-22.5% |