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 | $35,916 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $14,956 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,690 | $48,335-80.0% | $121,098-92.0% | $71,457-86.4% |
| Participation rate | 98.3% | 54.3%+44.0pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | 18.50% | 23.32%-4.8pp | 985.75%-967.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $79 | $1,489-94.7% | $4,164-98.1% | $2,588-97.0% |
| Participant deferral / active EE | $2,811 | $2,754+2.1% | $4,080-31.1% | $4,289-34.5% |
| Admin fee / account holder | $10 | $1,841-99.4% | $5,644-99.8% | $1,587-99.4% |