See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,231 |
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 | $217,271 | $85,135+155.2% | $98,907+119.7% | $73,409+196.0% |
| Participation rate | 99.4% | 81.1%+18.3pp | 76.0%+23.4pp | 72.2%+27.2pp |
| Annual return | 18.62% | 19.14%-0.5pp | 196.43%-177.8pp | 59.29%-40.7pp |
| Employer contribution / active EE | $6,148 | $2,721+125.9% | $2,689+128.6% | $2,234+175.2% |
| Participant deferral / active EE | $9,538 | $4,349+119.3% | $4,244+124.7% | $3,805+150.6% |
| Admin fee / account holder | $28 | $139-79.6% | $6,642-99.6% | $158-82.0% |