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 15 · EIN 35-0145825 | Recordkeeping | $41,798 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $33,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,228 | $79,171-11.3% | $102,423-31.4% | $74,495-5.7% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 11.88% | 54.93%-43.1pp | 29.32%-17.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,595 | $2,362+9.8% | $3,023-14.2% | $2,623-1.1% |
| Participant deferral / active EE | $5,275 | $4,415+19.5% | $5,053+4.4% | $4,346+21.4% |
| Admin fee / account holder | $199 | $2,001-90.1% | $9,451-97.9% | $1,942-89.8% |