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 LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,599 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $147,020 | $64,909+126.5% | $82,313+78.6% | $62,292+136.0% |
| Participation rate | 81.1% | 74.9%+6.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 14.08% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,501 | $1,676+49.2% | $2,428+3.0% | $2,042+22.5% |
| Participant deferral / active EE | $7,537 | $3,103+142.9% | $3,706+103.4% | $3,169+137.8% |
| Admin fee / account holder | $301 | $440-31.5% | $5,608-94.6% | $479-37.2% |