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 7-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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,632 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $19,992 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,204 | $45,382-44.5% | $154,107-83.6% | $75,289-66.5% |
| Participation rate | 22.0% | 65.9%-43.9pp | 83.0%-61.0pp | 72.4%-50.4pp |
| Annual return | -3.11% | -0.47%-2.6pp | 735.12%-738.2pp | -0.04%-3.1pp |
| Employer contribution / active EE | $161 | $1,533-89.5% | $5,298-97.0% | $2,405-93.3% |
| Participant deferral / active EE | $631 | $2,384-73.5% | $5,081-87.6% | $3,739-83.1% |
| Admin fee / account holder | $75 | $89-16.5% | $13,411-99.4% | $102-27.1% |