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 10-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,499 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $31,463 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,782 | $72,254-9.0% | $86,677-24.1% | $64,808+1.5% |
| Participation rate | 96.5% | 80.4%+16.1pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -18.27% | 392.42%-410.7pp | 35.91%-54.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,973 | $4,658+71.2% | $4,656+71.3% | $4,310+85.0% |
| Admin fee / account holder | $202 | $174+15.9% | $7,493-97.3% | $188+7.4% |