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 10-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 26 · EIN 99-2539506 | Advisory (Participants) | $16,768 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $15,667 |
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 | $90,466 | $101,317-10.7% | $146,958-38.4% | $74,495+21.4% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.2pp | 67.2%+18.1pp |
| Annual return | 25.24% | 8730.91%-8705.7pp | 418.34%-393.1pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $4,174 | $3,810+9.5% | $4,933-15.4% | $2,623+59.1% |
| Participant deferral / active EE | $9,531 | $7,303+30.5% | $8,070+18.1% | $4,346+119.3% |
| Admin fee / account holder | $397 | $1,739-77.2% | $12,998-96.9% | $1,942-79.5% |