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 | $12,795 |
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 | $25,707 | $51,197-49.8% | $82,719-68.9% | $66,914-61.6% |
| Participation rate | 80.8% | 67.8%+13.0pp | 72.6%+8.2pp | 69.8%+11.0pp |
| Annual return | -12.24% | -9.64%-2.6pp | 701.18%-713.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $688 | $2,611-73.6% | $3,009-77.1% | $2,544-72.9% |
| Participant deferral / active EE | $3,952 | $3,458+14.3% | $4,395-10.1% | $4,237-6.7% |
| Admin fee / account holder | $36 | $416-91.5% | $5,329-99.3% | $593-94.0% |