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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,814 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,168 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,409 | $65,390-52.0% | $169,368-81.5% | $71,457-56.0% |
| Participation rate | 72.9% | 67.0%+5.9pp | 77.1%-4.3pp | 67.9%+5.0pp |
| Annual return | 14.52% | 21.31%-6.8pp | 405.60%-391.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $4,250 | $2,079+104.4% | $4,013+5.9% | $2,588+64.2% |
| Participant deferral / active EE | $1,949 | $4,367-55.4% | $6,221-68.7% | $4,289-54.6% |
| Admin fee / account holder | $82 | $1,324-93.8% | $9,003-99.1% | $1,587-94.8% |