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) | $54,941 |
Service code 37 · EIN 06-1050034 | Loan Processing | $4,200 |
Filed as: MML INVESTORS SERVICES, LLC Service code 33 · EIN 04-2746212 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,964 | $95,388+1.7% | $125,339-22.6% | $77,904+24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -12.64% | 116.19%-128.8pp | 572.05%-584.7pp | 12.21%-24.9pp |
| Employer contribution / active EE | $6,720 | $3,666+83.3% | $4,814+39.6% | $2,848+136.0% |
| Participant deferral / active EE | $3,346 | $7,711-56.6% | $7,446-55.1% | $4,806-30.4% |
| Admin fee / account holder | $44 | $119-62.6% | $10,010-99.6% | $133-66.4% |