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) | $20,000 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $13,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,695 |
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 | $195,139 | $92,055+112.0% | $106,213+83.7% | $77,643+151.3% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 16.55% | 17.91%-1.4pp | 116.14%-99.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $6,902 | $3,367+105.0% | $3,171+117.6% | $2,726+153.2% |
| Participant deferral / active EE | $10,266 | $5,386+90.6% | $5,016+104.7% | $4,647+120.9% |
| Admin fee / account holder | -$22 | $219-109.9% | $11,033-100.2% | $430-105.0% |