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 27 · EIN 47-1411118 | Advisory (Plan) | $23,015 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,339 | $56,152-1.4% | $185,823-70.2% | $73,409-24.6% |
| Participation rate | 18.7% | 67.6%-48.9pp | 78.0%-59.3pp | 72.2%-53.5pp |
| Annual return | 13.80% | 17.59%-3.8pp | 35.95%-22.1pp | 59.29%-45.5pp |
| Employer contribution / active EE | $442 | $1,532-71.1% | $4,087-89.2% | $2,234-80.2% |
| Participant deferral / active EE | $958 | $3,659-73.8% | $5,632-83.0% | $3,805-74.8% |
| Admin fee / account holder | $269 | $132+103.7% | $9,500-97.2% | $158+70.4% |