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 Service code 27 | Advisory (Plan) | $19,114 |
Service code 64 | Recordkeeping Fees | $12,514 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $6,930 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $1,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,717 | $60,488-24.4% | $109,895-58.4% | $79,386-42.4% |
| Participation rate | 67.6% | 67.0%+0.5pp | 74.2%-6.6pp | 70.7%-3.1pp |
| Annual return | 17.24% | 189.57%-172.3pp | 29.45%-12.2pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,208 | $1,649-26.7% | $2,842-57.5% | $2,427-50.2% |
| Participant deferral / active EE | $3,752 | $3,220+16.5% | $4,048-7.3% | $4,046-7.3% |
| Admin fee / account holder | $317 | $605-47.5% | $6,066-94.8% | $626-49.4% |