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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,228 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,976 |
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.
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 | $21,553 | $64,612-66.6% | $86,436-75.1% | $64,808-66.7% |
| Participation rate | 94.0% | 81.5%+12.5pp | 80.3%+13.7pp | 71.5%+22.5pp |
| Annual return | -16.27% | 0.66%-16.9pp | 4394.89%-4411.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $339 | $2,744-87.6% | $3,769-91.0% | $2,506-86.5% |
| Participant deferral / active EE | $4,429 | $7,497-40.9% | $6,952-36.3% | $4,310+2.8% |
| Admin fee / account holder | $171 | $169+1.0% | $6,731-97.5% | $188-9.0% |