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 26 · EIN 47-1411118 | Advisory (Participants) | $21,709 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $454 |
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 | $29,252 | $65,435-55.3% | $86,677-66.3% | $66,914-56.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.07% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,605 | $2,153-25.4% | $2,836-43.4% | $2,544-36.9% |
| Participant deferral / active EE | $4,629 | $4,100+12.9% | $4,656-0.6% | $4,237+9.3% |
| Admin fee / account holder | $251 | $642-60.8% | $7,493-96.6% | $593-57.6% |