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 50 · EIN 71-0294708 | Direct Payment | $108,263 |
Filed as: GLOBAL RETIREMENT PARTNRS LLC Service code 99 | Other Fees | $16,674 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,987 | $49,915+26.2% | $154,803-59.3% | $74,304-15.2% |
| Participation rate | 92.8% | 54.0%+38.8pp | 78.1%+14.7pp | 60.3%+32.4pp |
| Annual return | 18.65% | 34.06%-15.4pp | 58.88%-40.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,322 | $1,611+44.1% | $4,305-46.1% | $2,241+3.6% |
| Participant deferral / active EE | $4,807 | $2,255+113.2% | $5,540-13.2% | $3,767+27.6% |
| Admin fee / account holder | $677 | $2,189-69.1% | $14,329-95.3% | $2,969-77.2% |