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 10-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 | $13,418 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 55-0922554 | Advisory (Plan) | $10,380 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,380 | $54,364-27.6% | $77,999-49.5% | - |
| Participation rate | 88.9% | 73.9%+15.0pp | 75.5%+13.4pp | - |
| Annual return | 5.75% | 2.71%+3.0pp | 425.96%-420.2pp | - |
| Employer contribution / active EE | $689 | $1,328-48.1% | $2,470-72.1% | - |
| Participant deferral / active EE | $3,755 | $2,800+34.1% | $3,497+7.4% | - |
| Admin fee / account holder | $248 | $3,826-93.5% | $5,480-95.5% | - |