See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,643 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $50,208 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,174 |
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 | $164,357 | $93,131+76.5% | $106,548+54.3% | $86,799+89.4% |
| Participation rate | 87.9% | 81.4%+6.5pp | 76.1%+11.8pp | 72.3%+15.7pp |
| Annual return | 13.67% | 19.45%-5.8pp | 26.80%-13.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $4,020 | $2,895+38.8% | $2,819+42.6% | $2,405+67.1% |
| Participant deferral / active EE | $7,207 | $4,708+53.1% | $4,398+63.9% | $4,131+74.5% |
| Admin fee / account holder | $224 | $145+54.5% | $7,407-97.0% | $170+32.2% |