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 16 · EIN 47-1411118 | Consulting | $23,321 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,684 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,349 | $52,953-35.1% | $172,739-80.1% | $65,185-47.3% |
| Participation rate | 88.9% | 66.2%+22.8pp | 82.6%+6.3pp | 70.2%+18.7pp |
| Annual return | 21.92% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,533 | $2,190+61.4% | $5,143-31.3% | $2,177+62.3% |
| Participant deferral / active EE | $4,414 | $2,471+78.7% | $5,198-15.1% | $3,514+25.6% |
| Admin fee / account holder | $133 | $472-71.9% | $13,954-99.0% | $847-84.3% |