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 LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $25,097 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,793 | $71,964-48.9% | $167,512-78.0% | $85,563-57.0% |
| Participation rate | 67.2% | 61.0%+6.2pp | 77.1%-9.9pp | 66.0%+1.2pp |
| Annual return | 13.73% | 18.83%-5.1pp | 1615.79%-1602.1pp | 31.51%-17.8pp |
| Employer contribution / active EE | $6,915 | $1,875+268.9% | $3,882+78.2% | $2,654+160.6% |
| Participant deferral / active EE | $2,088 | $4,110-49.2% | $6,405-67.4% | $4,375-52.3% |
| Admin fee / account holder | $84 | $815-89.7% | $9,769-99.1% | $834-89.9% |