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) | $56,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,334 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $326,351 | $89,753+263.6% | $107,525+203.5% | $84,808+284.8% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.4pp |
| Annual return | 5.20% | 29.48%-24.3pp | 181.32%-176.1pp | 40.90%-35.7pp |
| Employer contribution / active EE | $5,364 | $3,113+72.3% | $3,754+42.9% | $2,631+103.9% |
| Participant deferral / active EE | $12,115 | $4,056+198.7% | $5,116+136.8% | $4,212+187.7% |
| Admin fee / account holder | $577 | $7,222-92.0% | $8,919-93.5% | $7,344-92.1% |