See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $37,115 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,136 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $13,780 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $5,255 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,484 | $44,764+213.8% | $68,791+104.2% | $64,808+116.8% |
| Participation rate | 51.2% | 64.8%-13.6pp | 69.0%-17.9pp | 71.5%-20.3pp |
| Annual return | -17.03% | -10.91%-6.1pp | -6.38%-10.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,103 | $1,775+131.1% | $2,655+54.5% | $2,506+63.7% |
| Participant deferral / active EE | $3,743 | $3,238+15.6% | $3,941-5.0% | $4,310-13.2% |
| Admin fee / account holder | $382 | $151+152.6% | $4,932-92.2% | $188+103.6% |