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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $75,131 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,125 |
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 | $16,162 | $47,126-65.7% | $149,673-89.2% | $74,419-78.3% |
| Participation rate | 86.2% | 63.4%+22.8pp | 78.8%+7.4pp | 70.7%+15.5pp |
| Annual return | -1.01% | 22.75%-23.8pp | 134.42%-135.4pp | 34.38%-35.4pp |
| Employer contribution / active EE | $849 | $1,905-55.4% | $4,818-82.4% | $2,637-67.8% |
| Participant deferral / active EE | $1,221 | $2,728-55.2% | $5,680-78.5% | $4,528-73.0% |
| Admin fee / account holder | $8 | $343-97.8% | $13,210-99.9% | $348-97.8% |