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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,245 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,427 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,086 | $62,132-29.0% | $185,823-76.3% | $73,488-40.0% |
| Participation rate | 89.6% | 67.8%+21.7pp | 78.0%+11.5pp | 70.7%+18.9pp |
| Annual return | 17.50% | 20.44%-2.9pp | 35.95%-18.4pp | 28.51%-11.0pp |
| Employer contribution / active EE | $874 | $1,681-48.0% | $4,087-78.6% | $2,270-61.5% |
| Participant deferral / active EE | $5,042 | $3,711+35.9% | $5,632-10.5% | $3,740+34.8% |
| Admin fee / account holder | $229 | $419-45.3% | $9,500-97.6% | $513-55.4% |