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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $47,780 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,188 | $105,181+139.8% | $159,436+58.2% | $85,850+193.8% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 16.79% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $8,393 | $3,318+152.9% | $4,829+73.8% | $2,565+227.2% |
| Participant deferral / active EE | $18,060 | $5,945+203.8% | $7,352+145.6% | $3,952+357.0% |
| Admin fee / account holder | $518 | $6,933-92.5% | $10,799-95.2% | $6,260-91.7% |