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 99 | Other Fees | $71,759 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 49 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Other Services | $17,293 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,129 | $98,727-8.7% | $113,168-20.4% | $85,563+5.3% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 17.13% | 17.43%-0.3pp | 24.27%-7.1pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,093 | $2,907+6.4% | $2,975+4.0% | $2,654+16.6% |
| Participant deferral / active EE | $6,596 | $5,424+21.6% | $5,107+29.2% | $4,375+50.8% |
| Admin fee / account holder | $394 | $357+10.4% | $12,068-96.7% | $834-52.8% |