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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 20 N MAIN ST · PEARL RIVER, NY 109652317 | Advisory (Plan) | $31,705 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,899 | $66,124+99.5% | $90,404+45.9% | $73,488+79.5% |
| Participation rate | 93.2% | 69.7%+23.5pp | 72.7%+20.5pp | 70.7%+22.5pp |
| Annual return | 20.14% | 17.65%+2.5pp | 1293.02%-1272.9pp | 28.51%-8.4pp |
| Employer contribution / active EE | $2,804 | $2,346+19.5% | $3,262-14.1% | $2,270+23.5% |
| Participant deferral / active EE | $5,917 | $3,039+94.7% | $3,963+49.3% | $3,740+58.2% |
| Admin fee / account holder | $369 | $396-6.8% | $5,611-93.4% | $513-28.0% |