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 | $45,343+38.9% | $150,298-58.1% | $67,986-7.4% |
| Participation rate | 92.8% | 51.9%+40.9pp | 77.8%+15.0pp | 57.2%+35.5pp |
| Annual return | 18.65% | 33.28%-14.6pp | 62.79%-44.1pp | 31.67%-13.0pp |
| Employer contribution / active EE | $2,322 | $1,462+58.8% | $4,154-44.1% | $2,019+15.0% |
| Participant deferral / active EE | $4,807 | $2,055+134.0% | $5,453-11.8% | $3,358+43.2% |
| Admin fee / account holder | $677 | $2,250-69.9% | $14,116-95.2% | $3,203-78.9% |