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 |
|---|---|---|
01 year Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,349 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,319 |
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 | $90,677 | $84,784+7.0% | $98,439-7.9% | $74,419+21.8% |
| Participation rate | 90.1% | 81.5%+8.6pp | 75.2%+15.0pp | 70.7%+19.4pp |
| Annual return | 24.51% | 20.59%+3.9pp | 21.16%+3.3pp | 34.38%-9.9pp |
| Employer contribution / active EE | $10,441 | $3,364+210.4% | $3,048+242.6% | $2,637+295.9% |
| Participant deferral / active EE | $18,205 | $5,218+248.9% | $4,738+284.3% | $4,528+302.1% |
| Admin fee / account holder | -$23 | $204-111.1% | $8,948-100.3% | $348-106.5% |