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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,261 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $18,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $271,101 | $107,459+152.3% | $135,903+99.5% | $80,160+238.2% |
| Participation rate | 92.3% | 78.0%+14.2pp | 81.9%+10.4pp | 72.9%+19.3pp |
| Annual return | 23.67% | 91.91%-68.2pp | 68.23%-44.6pp | 40.38%-16.7pp |
| Employer contribution / active EE | $10,552 | $3,877+172.1% | $4,856+117.3% | $2,978+254.3% |
| Participant deferral / active EE | $13,209 | $8,195+61.2% | $7,758+70.3% | $5,017+163.3% |
| Admin fee / account holder | $34 | $127-73.3% | $10,762-99.7% | $145-76.6% |