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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $15,759 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,445 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,025 | $55,415-81.9% | $155,509-93.6% | $74,495-86.5% |
| Participation rate | 80.9% | 61.9%+19.0pp | 78.2%+2.7pp | 67.2%+13.7pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $463 | $2,267-79.6% | $4,672-90.1% | $2,623-82.3% |
| Participant deferral / active EE | $1,604 | $2,836-43.4% | $5,626-71.5% | $4,346-63.1% |
| Admin fee / account holder | $78 | $1,738-95.5% | $15,912-99.5% | $1,942-96.0% |