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 | $9,599 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,667 | $73,933-28.8% | $96,683-45.5% | $75,163-29.9% |
| Participation rate | 77.4% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.2pp |
| Annual return | 10.19% | 26.70%-16.5pp | 35.69%-25.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $776 | $2,928-73.5% | $3,737-79.2% | $2,670-70.9% |
| Participant deferral / active EE | $2,276 | $3,659-37.8% | $4,878-53.3% | $4,125-44.8% |
| Admin fee / account holder | $49 | $5,216-99.1% | $6,730-99.3% | $5,651-99.1% |