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, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,692 | $37,196+14.8% | $154,107-72.3% | $55,725-23.4% |
| Participation rate | 27.1% | 64.1%-37.0pp | 83.0%-56.0pp | 70.9%-43.8pp |
| Annual return | -5.53% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.5pp |
| Employer contribution / active EE | $762 | $1,614-52.8% | $5,298-85.6% | $2,078-63.3% |
| Participant deferral / active EE | $836 | $2,068-59.6% | $5,081-83.5% | $3,356-75.1% |
| Admin fee / account holder | $152 | $102+49.8% | $13,411-98.9% | $115+32.2% |