See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $59,154 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,927 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,696 | $42,582+322.0% | $171,082+5.0% | $57,658+211.7% |
| Participation rate | 82.4% | 63.9%+18.5pp | 76.7%+5.7pp | 70.2%+12.2pp |
| Annual return | 9.40% | 308.67%-299.3pp | 32.56%-23.2pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,574 | $1,306+173.7% | $4,002-10.7% | $1,974+81.1% |
| Participant deferral / active EE | $9,752 | $2,933+232.5% | $4,797+103.3% | $3,061+218.6% |
| Admin fee / account holder | $11 | $82-86.6% | $8,520-99.9% | $95-88.3% |