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 | $49,025 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 · EIN 47-1411118 | Other Services | $18,000 |
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 | $51,529 | $50,820+1.4% | $155,567-66.9% | $77,671-33.7% |
| Participation rate | 75.1% | 63.1%+11.9pp | 78.2%-3.1pp | 70.6%+4.5pp |
| Annual return | 14.77% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,080 | $1,993-45.8% | $4,674-76.9% | $2,726-60.4% |
| Participant deferral / active EE | $1,391 | $2,823-50.7% | $5,628-75.3% | $4,648-70.1% |
| Admin fee / account holder | $92 | $436-78.9% | $15,916-99.4% | $430-78.7% |