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 | $81,380 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,342 |
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 | $17,280 | $50,815-66.0% | $155,509-88.9% | $77,643-77.7% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+6.0pp | 70.6%+13.6pp |
| Annual return | 4.30% | 34.80%-30.5pp | 64.67%-60.4pp | 31.24%-26.9pp |
| Employer contribution / active EE | $939 | $1,993-52.9% | $4,672-79.9% | $2,726-65.6% |
| Participant deferral / active EE | $1,341 | $2,822-52.5% | $5,626-76.2% | $4,647-71.2% |
| Admin fee / account holder | $8 | $437-98.2% | $15,912-100.0% | $430-98.2% |