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 37 · EIN 04-2647786 | Loan Processing | $32,320 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $13,644 |
FORVIS, LLP1 year Filed as: FORVIS Service code 16 · EIN 44-0160260 | Consulting | $8,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,096 | $54,193-61.1% | $93,654-77.5% | $77,671-72.8% |
| Participation rate | 70.7% | 63.9%+6.7pp | 68.7%+1.9pp | 70.6%+0.1pp |
| Annual return | 13.06% | 30.54%-17.5pp | 133.34%-120.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $729 | $1,168-37.6% | $2,421-69.9% | $2,726-73.2% |
| Participant deferral / active EE | $3,147 | $3,144+0.1% | $4,413-28.7% | $4,648-32.3% |
| Admin fee / account holder | $144 | $576-75.0% | $8,282-98.3% | $430-66.6% |