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 4-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $21,628 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,639 | $73,360-58.2% | $177,989-82.8% | $74,495-58.9% |
| Participation rate | 90.5% | 66.6%+23.9pp | 77.1%+13.5pp | 67.2%+23.3pp |
| Annual return | 13.93% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,545 | $2,216+105.0% | $3,949+15.1% | $2,623+73.3% |
| Participant deferral / active EE | $2,702 | $4,513-40.1% | $6,276-56.9% | $4,346-37.8% |
| Admin fee / account holder | $78 | $1,808-95.7% | $10,363-99.3% | $1,942-96.0% |