Filed July 28, 2025
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 | $11,667 |
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 | $63,693 | $89,355-28.7% | $141,162-54.9% | $72,985-12.7% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 21.79% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,188 | $3,114+66.6% | $4,735+9.6% | $2,440+112.6% |
| Participant deferral / active EE | $8,464 | $5,418+56.2% | $6,709+26.2% | $3,607+134.6% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |