See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 30505 BAINBRIDGE ROAD · SOLON, OH 44139 | Advisory (Plan) | $18,884 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,089 | $65,435+66.7% | $86,677+25.9% | $66,914+63.0% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | -14.90% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,093 | $2,153-49.2% | $2,836-61.5% | $2,544-57.0% |
| Participant deferral / active EE | $4,087 | $4,100-0.3% | $4,656-12.2% | $4,237-3.5% |
| Admin fee / account holder | $241 | $642-62.5% | $7,493-96.8% | $593-59.4% |