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 6-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) | $17,197 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,030 | $50,982-7.7% | $154,803-69.6% | $85,563-45.0% |
| Participation rate | 37.4% | 59.8%-22.4pp | 78.1%-40.7pp | 66.0%-28.6pp |
| Annual return | 31.57% | 30.35%+1.2pp | 58.88%-27.3pp | 31.51%+0.1pp |
| Employer contribution / active EE | $829 | $1,708-51.4% | $4,305-80.7% | $2,654-68.7% |
| Participant deferral / active EE | $2,573 | $2,474+4.0% | $5,540-53.6% | $4,375-41.2% |
| Admin fee / account holder | $114 | $846-86.5% | $14,329-99.2% | $834-86.3% |