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) | $108,987 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $65,574 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
RETIREMENT SOLUTION GROUP3 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 | $74,966 | $48,698+53.9% | $93,606-19.9% | $199,593-62.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 12.61% | 15.34%-2.7pp | 133.20%-120.6pp | 34.25%-21.6pp |
| Employer contribution / active EE | $3,994 | $1,135+251.9% | $2,420+65.0% | $3,034+31.6% |
| Participant deferral / active EE | $4,554 | $2,817+61.7% | $4,411+3.2% | $5,087-10.5% |
| Admin fee / account holder | $133 | $195-31.8% | $8,285-98.4% | $269-50.5% |