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 8-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 | $276,562 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $75,646 | $44,897+68.5% | $84,966-11.0% | $199,593-62.1% |
| Participation rate | 54.5% | 45.7%+8.8pp | 67.5%-13.0pp | 72.0%-17.5pp |
| Annual return | 11.32% | 20.96%-9.6pp | 66.38%-55.1pp | 34.25%-22.9pp |
| Employer contribution / active EE | $2,099 | $1,365+53.7% | $2,727-23.0% | $3,034-30.8% |
| Participant deferral / active EE | $3,933 | $2,668+47.4% | $4,519-13.0% | $5,087-22.7% |
| Admin fee / account holder | $77 | $584-86.8% | $6,149-98.7% | $269-71.3% |