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 10-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 Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,524 | $80,530-70.8% | $90,281-73.9% | - |
| Participation rate | 79.8% | 58.0%+21.8pp | 73.3%+6.5pp | - |
| Annual return | 19.62% | 36.03%-16.4pp | 78.10%-58.5pp | - |
| Employer contribution / active EE | $607 | $1,117-45.6% | $2,854-78.7% | - |
| Participant deferral / active EE | $3,092 | $2,324+33.1% | $3,885-20.4% | - |
| Admin fee / account holder | $34 | $3,788-99.1% | $5,351-99.4% | - |