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 4-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,970 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,682 | $50,458-53.1% | $159,960-85.2% | $64,808-63.5% |
| Participation rate | 69.9% | 68.0%+1.9pp | 78.0%-8.0pp | 71.5%-1.5pp |
| Annual return | -10.84% | -13.42%+2.6pp | 408.60%-419.4pp | 32.82%-43.7pp |
| Employer contribution / active EE | $2,910 | $1,722+69.0% | $4,226-31.1% | $2,506+16.1% |
| Participant deferral / active EE | $1,880 | $4,004-53.0% | $6,182-69.6% | $4,310-56.4% |
| Admin fee / account holder | $72 | $706-89.8% | $8,698-99.2% | $188-61.5% |