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 | $65,561-40.7% | $91,541-57.5% | $74,304-47.7% |
| Participation rate | 54.8% | 56.6%-1.8pp | 69.8%-15.0pp | 60.3%-5.6pp |
| Annual return | 16.00% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,356 | $1,717-21.0% | $2,505-45.9% | $2,241-39.5% |
| Participant deferral / active EE | $2,474 | $2,918-15.2% | $4,008-38.3% | $3,767-34.3% |
| Admin fee / account holder | $292 | $3,333-91.2% | $6,956-95.8% | $2,969-90.2% |