See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,955 | $58,264+274.1% | $86,612+151.6% | $71,457+205.0% |
| Participation rate | 96.4% | 65.0%+31.4pp | 71.7%+24.7pp | 67.9%+28.5pp |
| Annual return | 22.23% | 21.63%+0.6pp | 591.07%-568.8pp | 28.85%-6.6pp |
| Employer contribution / active EE | $6,388 | $2,574+148.2% | $3,022+111.4% | $2,588+146.9% |
| Participant deferral / active EE | $10,331 | $3,436+200.7% | $4,438+132.8% | $4,289+140.9% |
| Admin fee / account holder | $109 | $1,057-89.6% | $5,614-98.1% | $1,587-93.1% |