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 9-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 16 · EIN 47-1411118 | Consulting | $59,270 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $55,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,647 | $72,254-35.4% | $86,677-46.2% | $64,808-28.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -14.19% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,155 | $2,393-10.0% | $2,836-24.0% | $2,506-14.0% |
| Participant deferral / active EE | $3,525 | $4,658-24.3% | $4,656-24.3% | $4,310-18.2% |
| Admin fee / account holder | $98 | $174-43.6% | $7,493-98.7% | $188-47.8% |