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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,086 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,530 |
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 | $75,597 | $56,054+34.9% | $171,082-55.8% | $62,891+20.2% |
| Participation rate | 84.2% | 62.9%+21.3pp | 76.7%+7.5pp | 69.3%+14.9pp |
| Annual return | 8.27% | 22.52%-14.3pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,570 | $1,731+164.0% | $4,002+14.2% | $2,281+100.4% |
| Participant deferral / active EE | $9,190 | $3,158+191.0% | $4,797+91.6% | $3,203+186.9% |
| Admin fee / account holder | $11 | $3,647-99.7% | $8,520-99.9% | $4,296-99.7% |