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 13 · EIN 35-0472300 | Contract Administrator | $29,432 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,266 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,736 | $102,317-80.7% | $146,958-86.6% | $80,856-75.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.77% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,296 | $3,713-11.2% | $4,933-33.2% | $2,755+19.6% |
| Participant deferral / active EE | $5,103 | $6,644-23.2% | $8,070-36.8% | $4,296+18.8% |
| Admin fee / account holder | $218 | $7,941-97.3% | $12,998-98.3% | $6,918-96.8% |