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 | $33,903 |
Filed as: GLOBAL RETIREMENT PARNERS LLC Service code 27 | Advisory (Plan) | $7,972 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,848 | $98,750-55.6% | $149,696-70.7% | $79,858-45.1% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 20.66% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,377 | $3,216-57.2% | $4,644-70.4% | $2,471-44.3% |
| Participant deferral / active EE | $6,290 | $5,680+10.7% | $6,842-8.1% | $3,740+68.2% |
| Admin fee / account holder | $342 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |