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 13 · EIN 42-0127290 | Contract Administrator | $42,749 |
Filed as: GLOBAL RETIREMENT PARNERS LLC Service code 27 | Advisory (Plan) | $13,182 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,577 | $102,317-27.1% | $146,958-49.3% | $80,856-7.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 17.57% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,290 | $3,713+15.5% | $4,933-13.0% | $2,755+55.7% |
| Participant deferral / active EE | $10,747 | $6,644+61.8% | $8,070+33.2% | $4,296+150.2% |
| Admin fee / account holder | $403 | $7,941-94.9% | $12,998-96.9% | $6,918-94.2% |