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 6-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 · EIN 47-1411118 | Other Services | $53,586 |
NATIONAL BENEFIT SERVICES, LLC6+ years Service code 15 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Recordkeeping | $23,792 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,788 |
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 | $26,979 | $54,193-50.2% | $93,606-71.2% | $77,643-65.3% |
| Participation rate | 95.9% | 63.9%+32.0pp | 68.7%+27.2pp | 70.6%+25.4pp |
| Annual return | 15.86% | 30.54%-14.7pp | 133.20%-117.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $601 | $1,168-48.5% | $2,420-75.1% | $2,726-77.9% |
| Participant deferral / active EE | $5,348 | $3,144+70.1% | $4,411+21.2% | $4,647+15.1% |
| Admin fee / account holder | $69 | $576-88.0% | $8,285-99.2% | $430-84.0% |