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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,386 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,111 | $52,953+45.6% | $172,739-55.4% | $65,185+18.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.34% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $5,382 | $2,190+145.8% | $5,143+4.7% | $2,177+147.3% |
| Participant deferral / active EE | $3,019 | $2,471+22.2% | $5,198-41.9% | $3,514-14.1% |
| Admin fee / account holder | $325 | $472-31.1% | $13,954-97.7% | $847-61.6% |