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 LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,258 |
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.
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 | $25,253 | $86,332-70.7% | $125,175-79.8% | $65,185-61.3% |
| Participation rate | 49.1% | 75.3%-26.2pp | 79.8%-30.7pp | 70.2%-21.1pp |
| Annual return | 23.11% | 27.43%-4.3pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $660 | $2,040-67.6% | $3,865-82.9% | $2,177-69.7% |
| Participant deferral / active EE | $1,826 | $3,537-48.4% | $4,937-63.0% | $3,514-48.0% |
| Admin fee / account holder | $189 | $609-68.9% | $9,702-98.0% | $847-77.7% |