Filed April 20, 2026
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $124,474 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $53,949 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,956 |
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 | $28,822 | $45,000-36.0% | $143,757-80.0% | $77,904-63.0% |
| Participation rate | 94.0% | 66.8%+27.2pp | 80.3%+13.7pp | 73.7%+20.3pp |
| Annual return | -18.73% | 29.03%-47.8pp | -0.04%-18.7pp | 12.21%-30.9pp |
| Employer contribution / active EE | $1,868 | $1,870-0.1% | $4,951-62.3% | $2,848-34.4% |
| Participant deferral / active EE | $2,717 | $3,157-13.9% | $5,637-51.8% | $4,806-43.5% |
| Admin fee / account holder | $37 | $98-62.6% | $14,673-99.7% | $133-72.2% |