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 10-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $100,402 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $56,511 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,027 | $56,095-62.5% | $178,490-88.2% | $90,288-76.7% |
| Participation rate | 94.8% | 65.6%+29.3pp | 81.9%+12.9pp | 73.4%+21.5pp |
| Annual return | 13.91% | 28.81%-14.9pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,204 | $1,572-23.4% | $5,011-76.0% | $2,524-52.3% |
| Participant deferral / active EE | $2,546 | $2,669-4.6% | $5,202-51.0% | $4,232-39.8% |
| Admin fee / account holder | $126 | $101+24.9% | $13,984-99.1% | $114+10.2% |