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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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,107 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,350 | $69,362+10.1% | $101,248-24.6% | $73,488+3.9% |
| Participation rate | 84.8% | 68.4%+16.4pp | 75.8%+9.0pp | 70.7%+14.1pp |
| Annual return | 16.90% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,794 | $3,300+105.9% | $4,370+55.5% | $3,740+81.7% |
| Admin fee / account holder | $296 | $704-58.0% | $5,945-95.0% | $513-42.4% |