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 64 · EIN 71-0294708 | Recordkeeping Fees | $26,910 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $15,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,800 | $65,435+9.7% | $86,677-17.2% | $66,914+7.3% |
| Participation rate | 59.9% | 75.5%-15.6pp | 76.6%-16.7pp | 69.8%-9.9pp |
| Annual return | -17.88% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,449 | $2,153-32.7% | $2,836-48.9% | $2,544-43.1% |
| Participant deferral / active EE | $2,815 | $4,100-31.3% | $4,656-39.5% | $4,237-33.5% |
| Admin fee / account holder | $254 | $642-60.4% | $7,493-96.6% | $593-57.2% |