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 42-0127290 | Contract Administrator | $30,155 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,092 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,396 | $52,293+38.4% | $178,490-59.4% | $73,409-1.4% |
| Participation rate | 20.2% | 65.3%-45.1pp | 81.9%-61.7pp | 72.2%-51.9pp |
| Annual return | 21.49% | 34.75%-13.3pp | 151.07%-129.6pp | 59.29%-37.8pp |
| Employer contribution / active EE | $641 | $1,735-63.1% | $5,011-87.2% | $2,234-71.3% |
| Participant deferral / active EE | $773 | $2,332-66.9% | $5,202-85.1% | $3,805-79.7% |
| Admin fee / account holder | $302 | $127+136.8% | $13,984-97.8% | $158+91.0% |