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) | $58,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $274,726 | $73,933+271.6% | $96,683+184.2% | $75,163+265.5% |
| Participation rate | 98.8% | 66.4%+32.4pp | 74.3%+24.5pp | 67.2%+31.6pp |
| Annual return | -6.42% | 26.70%-33.1pp | 35.69%-42.1pp | 160.62%-167.0pp |
| Employer contribution / active EE | $5,524 | $2,928+88.7% | $3,737+47.8% | $2,670+106.9% |
| Participant deferral / active EE | $13,022 | $3,659+255.9% | $4,878+166.9% | $4,125+215.7% |
| Admin fee / account holder | $613 | $5,216-88.3% | $6,730-90.9% | $5,651-89.2% |