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 Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,092 | $78,672+285.3% | $109,143+177.7% | $85,850+253.0% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | 40.43% | 25.09%+15.3pp | 25.75%+14.7pp | 318.53%-278.1pp |
| Employer contribution / active EE | $10,869 | $2,735+297.4% | $3,722+192.0% | $2,565+323.7% |
| Participant deferral / active EE | $11,049 | $3,467+218.7% | $4,653+137.5% | $3,952+179.6% |
| Admin fee / account holder | $603 | $5,469-89.0% | $6,752-91.1% | $6,260-90.4% |