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 Service code 26 · EIN 47-1411118 | Advisory (Participants) | $28,609 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,656 | $81,446-1.0% | $103,374-22.0% | $80,874-0.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.55% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $12,704 | $3,107+308.9% | $3,869+228.3% | $2,756+361.0% |
| Participant deferral / active EE | $6,018 | $3,870+55.5% | $5,058+19.0% | $4,297+40.0% |
| Admin fee / account holder | $492 | $6,715-92.7% | $8,394-94.1% | $6,935-92.9% |