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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,600 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $802 |
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 | $144,130 | $60,165+139.6% | $74,183+94.3% | $55,167+161.3% |
| Participation rate | 88.0% | 74.2%+13.8pp | 76.6%+11.4pp | 69.0%+19.0pp |
| Annual return | 6.80% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,833 | $1,600+139.6% | $2,370+61.7% | $1,963+95.3% |
| Participant deferral / active EE | $7,873 | $2,973+164.9% | $3,550+121.8% | $3,054+157.8% |
| Admin fee / account holder | $282 | $419-32.8% | $5,586-95.0% | $504-44.1% |