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 GROUP3 years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $68,837 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $4,995 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,085 | $140,190-97.8% | $115,756-97.3% | $77,904-96.0% |
| Participation rate | 89.7% | 81.0%+8.6pp | 77.1%+12.6pp | 73.7%+16.0pp |
| Annual return | -8.46% | -13.46%+5.0pp | 143.14%-151.6pp | 12.21%-20.7pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,926 | $5,401-64.3% | $6,254-69.2% | $4,806-59.9% |
| Admin fee / account holder | $17 | $138-87.5% | $8,124-99.8% | $133-87.0% |