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 Service code 26 · EIN 47-1411118 | Advisory (Participants) | $95,740 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,706 |
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 | $63,982 | $64,286-0.5% | $90,951-29.7% | $73,409-12.8% |
| Participation rate | 99.7% | 63.6%+36.1pp | 69.0%+30.7pp | 72.2%+27.5pp |
| Annual return | 15.05% | 21.45%-6.4pp | 134.60%-119.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $2,157 | $895+141.1% | $2,122+1.6% | $2,234-3.4% |
| Participant deferral / active EE | $3,284 | $2,453+33.9% | $3,373-2.6% | $3,805-13.7% |
| Admin fee / account holder | $212 | $287-26.1% | $5,959-96.4% | $158+34.5% |