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 PARTNERS, LLC Service code 27 · EIN 47-1858151 | Advisory (Plan) | $45,000 |
WRIGHT FORD YOUNG & CO4 years Service code 10 · EIN 95-3288054 | Accounting | $16,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$143,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $229,248 | $106,028+116.2% | $146,958+56.0% | $77,643+195.3% |
| Participation rate | 62.1% | 78.4%-16.2pp | 82.2%-20.0pp | 70.6%-8.4pp |
| Annual return | 22.95% | 56.73%-33.8pp | 418.34%-395.4pp | 31.24%-8.3pp |
| Employer contribution / active EE | $2,904 | $4,063-28.5% | $4,933-41.1% | $2,726+6.5% |
| Participant deferral / active EE | $10,072 | $7,990+26.1% | $8,070+24.8% | $4,647+116.7% |
| Admin fee / account holder | -$230 | $337-168.2% | $12,998-101.8% | $430-153.5% |