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 9-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 Service code 99 · EIN 47-1411118 | Other Fees | $25,126 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS Service code 49 | Other Services | $1,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,369 | $91,407-66.8% | $135,903-77.7% | $71,457-57.5% |
| Participation rate | 54.9% | 75.7%-20.8pp | 81.9%-27.0pp | 67.9%-13.1pp |
| Annual return | 17.49% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,034 | $7,092+69.7% | $7,758+55.1% | $4,289+180.6% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |