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 |
|---|---|---|
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $12,650 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$114,026 |
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 | $190,007 | $84,784+124.1% | $98,439+93.0% | $74,419+155.3% |
| Participation rate | 99.5% | 81.5%+17.9pp | 75.2%+24.3pp | 70.7%+28.7pp |
| Annual return | 19.65% | 20.59%-0.9pp | 21.16%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $6,954 | $3,364+106.7% | $3,048+128.1% | $2,637+163.7% |
| Participant deferral / active EE | $10,361 | $5,218+98.6% | $4,738+118.7% | $4,528+128.8% |
| Admin fee / account holder | $108 | $204-47.1% | $8,948-98.8% | $348-68.9% |