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 LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,553 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $831 |
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 | $129,441 | $62,586+106.8% | $76,768+68.6% | $64,186+101.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.60% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,939 | $1,832+60.4% | $2,485+18.2% | $2,381+23.4% |
| Participant deferral / active EE | $8,959 | $3,145+184.9% | $3,852+132.6% | $3,470+158.2% |
| Admin fee / account holder | $193 | $4,667-95.9% | $6,675-97.1% | $4,888-96.0% |