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 | $12,888 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,237 | $63,745-54.1% | $98,442-70.3% | $79,386-63.2% |
| Participation rate | 80.3% | 69.9%+10.5pp | 73.3%+7.0pp | 70.7%+9.6pp |
| Annual return | 11.02% | 625.80%-614.8pp | 1492.73%-1481.7pp | 116.85%-105.8pp |
| Employer contribution / active EE | $654 | $2,557-74.4% | $2,960-77.9% | $2,427-73.1% |
| Participant deferral / active EE | $3,484 | $3,303+5.5% | $4,276-18.5% | $4,046-13.9% |
| Admin fee / account holder | $33 | $516-93.6% | $5,949-99.4% | $626-94.7% |