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 27 · EIN 47-1411118 | Advisory (Plan) | $109,775 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $53,088 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
RETIREMENT SOLUTION GROUP2 years Service code 15 · EIN 20-2668095 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,787 | $53,165+36.9% | $86,188-15.5% | $74,419-2.2% |
| Participation rate | 99.6% | 64.9%+34.7pp | 69.0%+30.6pp | 70.7%+28.9pp |
| Annual return | 16.14% | 22.64%-6.5pp | 1168.45%-1152.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,157 | $1,210+243.6% | $2,380+74.7% | $2,637+57.6% |
| Participant deferral / active EE | $4,867 | $3,234+50.5% | $3,985+22.1% | $4,528+7.5% |
| Admin fee / account holder | $141 | $551-74.4% | $6,852-97.9% | $348-59.4% |