See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,000 |
MUELLER PROST1 year Filed as: MUELLER PROST LC Service code 10 · EIN 43-1594752 | Accounting | $11,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,558 |
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 | $220,914 | $93,131+137.2% | $106,548+107.3% | $86,799+154.5% |
| Participation rate | 98.3% | 81.4%+16.9pp | 76.1%+22.2pp | 72.3%+26.0pp |
| Annual return | 14.96% | 19.45%-4.5pp | 26.80%-11.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $5,882 | $2,895+103.2% | $2,819+108.7% | $2,405+144.6% |
| Participant deferral / active EE | $9,417 | $4,708+100.0% | $4,398+114.1% | $4,131+128.0% |
| Admin fee / account holder | $91 | $145-37.2% | $7,407-98.8% | $170-46.3% |