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 4-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 37 · EIN 04-2647786 | Loan Processing | $83,901 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $37,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,340 | $122,186+158.9% | $146,958+115.3% | $199,593+58.5% |
| Participation rate | 91.8% | 78.3%+13.5pp | 82.2%+9.6pp | 72.0%+19.8pp |
| Annual return | 18.55% | 30.56%-12.0pp | 418.34%-399.8pp | 34.25%-15.7pp |
| Employer contribution / active EE | $10,953 | $4,093+167.6% | $4,933+122.0% | $3,034+261.0% |
| Participant deferral / active EE | $13,382 | $8,502+57.4% | $8,070+65.8% | $5,087+163.1% |
| Admin fee / account holder | $53 | $179-70.1% | $12,998-99.6% | $269-80.1% |