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 · EIN 47-1411118 | Advisory (Plan) | $46,732 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,800 |
Filed as: MML INVESTORS SERVICES, LLC Service code 33 · EIN 04-2746212 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,140 | $101,523+8.5% | $141,162-22.0% | $77,787+41.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 16.81% | 56.22%-39.4pp | 71.39%-54.6pp | 32.57%-15.8pp |
| Employer contribution / active EE | $7,716 | $3,341+130.9% | $4,735+62.9% | $2,504+208.1% |
| Participant deferral / active EE | $1,692 | $6,434-73.7% | $6,709-74.8% | $3,967-57.3% |
| Admin fee / account holder | $45 | $92-50.3% | $10,261-99.6% | $100-54.5% |