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 Service code 16 · EIN 47-1411118 | Consulting | $47,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,105 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $30,700 |
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 | $80,515 | $82,202-2.1% | $125,339-35.8% | $64,808+24.2% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -15.91% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,701 | $3,615+30.0% | $4,814-2.3% | $2,506+87.6% |
| Participant deferral / active EE | $13,914 | $7,175+93.9% | $7,446+86.9% | $4,310+222.8% |
| Admin fee / account holder | $103 | $163-36.8% | $10,010-99.0% | $188-45.1% |