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 | $25,859 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,803 |
PLANTE & MORAN, PLLC1 year Filed as: PLANT MORAN, PLLC Service code 10 · EIN 36-1357951 | Accounting | $16,445 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $8,250 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $88,281 | $34,677+154.6% | $77,024+14.6% | $64,808+36.2% |
| Participation rate | 80.9% | 49.8%+31.1pp | 67.9%+13.0pp | 71.5%+9.5pp |
| Annual return | -11.25% | -5.33%-5.9pp | 42.32%-53.6pp | 32.82%-44.1pp |
| Employer contribution / active EE | $6,106 | $1,370+345.7% | $2,812+117.1% | $2,506+143.7% |
| Participant deferral / active EE | $10,154 | $2,556+297.2% | $4,426+129.4% | $4,310+135.6% |
| Admin fee / account holder | $155 | $179-13.2% | $5,425-97.1% | $188-17.5% |