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 7-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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $32,956 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $16,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,484 | $65,322-13.5% | $70,449-19.8% | $73,488-23.1% |
| Participation rate | 59.1% | 77.0%-17.8pp | 75.1%-15.9pp | 70.7%-11.5pp |
| Annual return | 17.00% | 15.71%+1.3pp | 109.03%-92.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $931 | $2,460-62.1% | $2,737-66.0% | $2,270-59.0% |
| Participant deferral / active EE | $3,105 | $3,375-8.0% | $3,709-16.3% | $3,740-17.0% |
| Admin fee / account holder | $3 | $214-98.4% | $3,845-99.9% | $513-99.3% |