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 LLC 4340 Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,893 | $63,904-39.1% | $89,340-56.5% | $67,986-42.8% |
| Participation rate | 54.8% | 54.3%+0.4pp | 69.6%-14.8pp | 57.2%-2.4pp |
| Annual return | 16.00% | 18.09%-2.1pp | 20.57%-4.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,356 | $1,627-16.7% | $2,231-39.2% | $2,019-32.8% |
| Participant deferral / active EE | $2,474 | $2,691-8.0% | $3,823-35.3% | $3,358-26.3% |
| Admin fee / account holder | $292 | $3,315-91.2% | $6,704-95.6% | $3,203-90.9% |