Filed April 10, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,329 | $49,138-9.8% | $84,015-47.2% | $65,185-32.0% |
| Participation rate | 52.6% | 60.7%-8.1pp | 69.0%-16.4pp | 70.2%-17.6pp |
| Annual return | 13.71% | 23.00%-9.3pp | 71.31%-57.6pp | 29.38%-15.7pp |
| Employer contribution / active EE | $46 | $914-95.0% | $1,983-97.7% | $2,177-97.9% |
| Participant deferral / active EE | $1,803 | $2,397-24.8% | $3,239-44.3% | $3,514-48.7% |
| Admin fee / account holder | $226 | $543-58.5% | $6,101-96.3% | $847-73.4% |