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) | $27,823 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,374 | $101,317-54.2% | $146,958-68.4% | $74,495-37.7% |
| Participation rate | 63.6% | 75.5%-11.9pp | 82.2%-18.5pp | 67.2%-3.6pp |
| Annual return | 18.75% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $2,936 | $3,810-22.9% | $4,933-40.5% | $2,623+11.9% |
| Participant deferral / active EE | $6,503 | $7,303-11.0% | $8,070-19.4% | $4,346+49.6% |
| Admin fee / account holder | $541 | $1,739-68.9% | $12,998-95.8% | $1,942-72.1% |