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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,435 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,295 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,427 | $85,135-34.9% | $98,907-44.0% | $73,409-24.5% |
| Participation rate | 76.2% | 81.1%-4.9pp | 76.0%+0.2pp | 72.2%+4.1pp |
| Annual return | 28.96% | 19.14%+9.8pp | 196.43%-167.5pp | 59.29%-30.3pp |
| Employer contribution / active EE | $410 | $2,721-84.9% | $2,689-84.8% | $2,234-81.7% |
| Participant deferral / active EE | $1,783 | $4,349-59.0% | $4,244-58.0% | $3,805-53.2% |
| Admin fee / account holder | $238 | $139+71.2% | $6,642-96.4% | $158+51.0% |