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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $864 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,989 | $55,230-27.6% | $79,550-49.7% | - |
| Participation rate | 56.6% | 62.4%-5.8pp | 69.5%-12.9pp | - |
| Annual return | -3.99% | -17.05%+13.1pp | 0.16%-4.2pp | - |
| Employer contribution / active EE | $3,890 | $1,304+198.3% | $2,413+61.2% | - |
| Participant deferral / active EE | $2,214 | $2,804-21.0% | $3,985-44.4% | - |
| Admin fee / account holder | $359 | $7,320-95.1% | $6,832-94.7% | - |