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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $73,618 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $41,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,352 | $39,948-29.0% | $89,391-68.3% | $73,409-61.4% |
| Participation rate | 89.4% | 50.4%+39.0pp | 68.0%+21.4pp | 72.2%+17.2pp |
| Annual return | 23.48% | 50.12%-26.6pp | 245.62%-222.1pp | 59.29%-35.8pp |
| Employer contribution / active EE | $843 | $1,200-29.8% | $2,586-67.4% | $2,234-62.3% |
| Participant deferral / active EE | $6,193 | $2,193+182.4% | $3,890+59.2% | $3,805+62.7% |
| Admin fee / account holder | $139 | $134+3.5% | $4,881-97.2% | $158-12.0% |