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 9-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 |
|---|---|---|
Service code 99 | Other Fees | $38,902 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,693 | $77,314+9.5% | $177,989-52.4% | $80,856+4.7% |
| Participation rate | 73.5% | 65.7%+7.8pp | 77.1%-3.6pp | 67.6%+5.8pp |
| Annual return | 18.00% | 18.09%-0.1pp | 294.48%-276.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,319 | $2,292+1.2% | $3,949-41.3% | $2,755-15.8% |
| Participant deferral / active EE | $3,841 | $4,411-12.9% | $6,276-38.8% | $4,296-10.6% |
| Admin fee / account holder | $29 | $7,191-99.6% | $10,363-99.7% | $6,918-99.6% |