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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,005 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,404 |
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 | $41,700 | $73,638-43.4% | $95,952-56.5% | $73,488-43.3% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 15.66% | 16.78%-1.1pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $668 | $1,863-64.2% | $2,541-73.7% | $2,270-70.6% |
| Participant deferral / active EE | $3,890 | $3,617+7.6% | $4,167-6.6% | $3,740+4.0% |
| Admin fee / account holder | $134 | $482-72.2% | $6,795-98.0% | $513-73.9% |