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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,517 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,663 | $66,302-65.8% | $110,238-79.4% | $56,287-59.7% |
| Participation rate | 45.1% | 74.9%-29.8pp | 79.8%-34.7pp | 69.9%-24.7pp |
| Annual return | -3.15% | -1.18%-2.0pp | 314.74%-317.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $620 | $2,047-69.7% | $3,826-83.8% | $2,111-70.6% |
| Participant deferral / active EE | $1,660 | $3,381-50.9% | $4,672-64.5% | $3,350-50.4% |
| Admin fee / account holder | $157 | $698-77.6% | $8,547-98.2% | $521-69.9% |