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 7-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 99 | Other Fees | $22,282 |
Filed as: GLOBAL REITREMENTY PARTNERS LLC Service code 99 · EIN 47-1411118 | Other Fees | $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 | $54,273 | $61,774-12.1% | $97,226-44.2% | $80,856-32.9% |
| Participation rate | 78.6% | 63.5%+15.1pp | 72.7%+5.9pp | 67.6%+10.9pp |
| Annual return | 19.57% | -557.90%+577.5pp | 75.13%-55.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,146 | $3,029+202.0% | $4,264+114.5% | $4,296+112.9% |
| Admin fee / account holder | $313 | $5,166-94.0% | $5,654-94.5% | $6,918-95.5% |