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 99 · EIN 47-1411118 | Other Fees | $9,514 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,277 | $69,362-24.6% | $101,248-48.4% | $73,488-28.9% |
| Participation rate | 82.6% | 68.4%+14.2pp | 75.8%+6.8pp | 70.7%+11.9pp |
| Annual return | 11.67% | 18.46%-6.8pp | 46.47%-34.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $716 | $2,628-72.8% | $3,660-80.4% | $2,270-68.5% |
| Participant deferral / active EE | $1,952 | $3,300-40.8% | $4,370-55.3% | $3,740-47.8% |
| Admin fee / account holder | $32 | $704-95.5% | $5,945-99.5% | $513-93.8% |