See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 | Other Fees | $35,473 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,119 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $80,724+22.3% | $103,333-4.5% | $74,495+32.5% |
| Participation rate | 46.0% | 65.7%-19.7pp | 74.5%-28.5pp | 67.2%-21.2pp |
| Annual return | 15.62% | 27.56%-11.9pp | 24.88%-9.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,897 | $3,157-39.9% | $3,868-51.0% | $2,623-27.7% |
| Participant deferral / active EE | $4,087 | $3,860+5.9% | $5,057-19.2% | $4,346-6.0% |
| Admin fee / account holder | $97 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |