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) | $65,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,304 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,667 | $64,707+349.2% | $112,228+159.0% | $68,494+324.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 1.35% | -11.40%+12.7pp | 27.45%-26.1pp | -7.84%+9.2pp |
| Employer contribution / active EE | $5,442 | $2,746+98.2% | $3,635+49.7% | $2,596+109.6% |
| Participant deferral / active EE | $12,115 | $3,565+239.9% | $4,728+156.2% | $4,027+200.8% |
| Admin fee / account holder | $691 | $5,232-86.8% | $6,410-89.2% | $5,403-87.2% |