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 SERVICES Service code 99 | Other Fees | $41,574 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 49 | Other Services | $4,031 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,313 | $80,724-47.6% | $103,333-59.1% | $74,495-43.2% |
| Participation rate | 54.8% | 65.7%-10.9pp | 74.5%-19.8pp | 67.2%-12.4pp |
| Annual return | 5.14% | 27.56%-22.4pp | 24.88%-19.7pp | 1364.94%-1359.8pp |
| Employer contribution / active EE | $7,578 | $3,157+140.0% | $3,868+95.9% | $2,623+188.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $35 | $2,368-98.5% | $8,355-99.6% | $1,942-98.2% |