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 LLC8+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,828 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,820 | $82,978-53.2% | $129,995-70.1% | $71,457-45.7% |
| Participation rate | 80.1% | 74.1%+6.0pp | 78.5%+1.6pp | 67.9%+12.2pp |
| Annual return | 17.21% | 20.60%-3.4pp | -137.18%+154.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,458 | $2,622-6.2% | $4,320-43.1% | $2,588-5.0% |
| Participant deferral / active EE | $4,059 | $4,432-8.4% | $5,820-30.3% | $4,289-5.4% |
| Admin fee / account holder | $257 | $1,729-85.1% | $10,614-97.6% | $1,587-83.8% |