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 27 · EIN 47-1411118 | Advisory (Plan) | $6,951 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,478 | $52,580+62.6% | $71,671+19.3% | $70,131+21.9% |
| Participation rate | 51.7% | 60.9%-9.2pp | 68.7%-17.1pp | 69.5%-17.9pp |
| Annual return | 18.78% | 20.25%-1.5pp | 20.65%-1.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $907 | $1,616-43.8% | $2,460-63.1% | $2,342-61.3% |
| Participant deferral / active EE | $1,910 | $2,386-19.9% | $3,438-44.4% | $3,332-42.7% |
| Admin fee / account holder | $207 | $3,653-94.3% | $5,558-96.3% | $4,645-95.5% |