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 7-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $9,357 |
FIIOC2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $6,842 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,668 | $100,923-6.2% | $150,045-36.9% | $74,304+27.4% |
| Participation rate | 92.0% | 70.1%+22.0pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 32.50% | 51.77%-19.3pp | 62.55%-30.0pp | 29.43%+3.1pp |
| Employer contribution / active EE | $7,662 | $3,463+121.2% | $4,693+63.3% | $2,241+241.9% |
| Participant deferral / active EE | $19,120 | $6,709+185.0% | $7,997+139.1% | $3,767+407.5% |
| Admin fee / account holder | $66 | $2,767-97.6% | $13,435-99.5% | $2,969-97.8% |