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 5-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 PAARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $21,059 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,638 |
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 | $35,717 | $91,407-60.9% | $135,903-73.7% | $71,457-50.0% |
| Participation rate | 75.3% | 75.7%-0.3pp | 81.9%-6.6pp | 67.9%+7.4pp |
| Annual return | 34.21% | 29.90%+4.3pp | 68.23%-34.0pp | 28.85%+5.4pp |
| Employer contribution / active EE | $3,777 | $3,703+2.0% | $4,856-22.2% | $2,588+46.0% |
| Participant deferral / active EE | $9,165 | $7,092+29.2% | $7,758+18.1% | $4,289+113.7% |
| Admin fee / account holder | $407 | $1,266-67.9% | $10,762-96.2% | $1,587-74.4% |