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 6-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,386 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $26,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,617 | $93,571+79.1% | $135,903+23.3% | $75,163+123.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.23%-50.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $893 | $3,537-74.8% | $4,856-81.6% | $2,670-66.6% |
| Participant deferral / active EE | $11,009 | $6,404+71.9% | $7,758+41.9% | $4,125+166.9% |
| Admin fee / account holder | $6 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |