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) | $48,136 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,199 | $98,982+30.5% | $162,163-20.3% | $65,185+98.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.51% | 24.84%-4.3pp | 115.59%-95.1pp | 29.38%-8.9pp |
| Employer contribution / active EE | $9,240 | $3,467+166.5% | $5,614+64.6% | $2,177+324.5% |
| Participant deferral / active EE | $13,048 | $5,384+142.3% | $7,298+78.8% | $3,514+271.3% |
| Admin fee / account holder | $536 | $596-10.1% | $10,843-95.1% | $847-36.7% |