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 7-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $26,812 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $7,218 |
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 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 | $1,668 | $41,774-96.0% | $118,925-98.6% | $90,288-98.2% |
| Participation rate | 89.2% | 55.0%+34.2pp | 75.4%+13.8pp | 73.4%+15.8pp |
| Annual return | 67.70% | 16.64%+51.1pp | 35.88%+31.8pp | 53.97%+13.7pp |
| Employer contribution / active EE | $0 | $986-100.0% | $3,263-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,161 | $1,683-31.0% | $4,265-72.8% | $4,232-72.6% |
| Admin fee / account holder | $18 | $85-79.3% | $6,581-99.7% | $114-84.6% |