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 7-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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,694 | $81,908+103.5% | $90,749+83.7% | $64,808+157.2% |
| Participation rate | 98.4% | 80.5%+18.0pp | 75.7%+22.7pp | 71.5%+27.0pp |
| Annual return | -18.13% | -12.53%-5.6pp | -12.16%-6.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $6,218 | $3,065+102.9% | $2,921+112.9% | $2,506+148.2% |
| Participant deferral / active EE | $9,368 | $4,840+93.5% | $4,564+105.2% | $4,310+117.3% |
| Admin fee / account holder | $133 | $157-15.1% | $8,445-98.4% | $188-29.0% |