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) | $55,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $310,730 | $81,460+281.5% | $103,333+200.7% | $80,856+284.3% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 18.13% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $5,194 | $3,105+67.3% | $3,868+34.3% | $2,755+88.6% |
| Participant deferral / active EE | $12,418 | $3,869+221.0% | $5,057+145.5% | $4,296+189.1% |
| Admin fee / account holder | $597 | $6,566-90.9% | $8,355-92.9% | $6,918-91.4% |