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 9-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 15 · EIN 35-0145825 | Recordkeeping | $26,633 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $12,282 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,366 | $45,602-81.7% | $117,472-92.9% | $66,914-87.5% |
| Participation rate | 97.7% | 57.6%+40.1pp | 70.6%+27.1pp | 69.8%+27.9pp |
| Annual return | -18.15% | -16.74%-1.4pp | 29.74%-47.9pp | 1.58%-19.7pp |
| Employer contribution / active EE | $153 | $1,579-90.3% | $4,176-96.3% | $2,544-94.0% |
| Participant deferral / active EE | $2,760 | $2,845-3.0% | $4,070-32.2% | $4,237-34.9% |
| Admin fee / account holder | $19 | $661-97.1% | $5,645-99.7% | $593-96.8% |