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 8-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 13 · EIN 42-0127290 | Contract Administrator | $148,486 |
Service code 27 | Advisory (Plan) | $94,002 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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 | $294,596 | $79,013+272.8% | $100,391+193.4% | $74,495+295.5% |
| Participation rate | 97.1% | 79.5%+17.6pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 9.25% | 20.41%-11.2pp | 49.20%-40.0pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $2,523 | $3,021-16.5% | $3,942-36.0% | $2,623-3.8% |
| Participant deferral / active EE | $8,387 | $7,760+8.1% | $8,082+3.8% | $4,346+93.0% |
| Admin fee / account holder | $879 | $1,320-33.4% | $7,899-88.9% | $1,942-54.8% |