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) | $47,376 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,587 |
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 | $84,635 | $58,879+43.7% | $178,490-52.6% | $73,488+15.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $5,767 | $2,236+157.9% | $5,011+15.1% | $2,270+154.0% |
| Participant deferral / active EE | $3,027 | $2,567+17.9% | $5,202-41.8% | $3,740-19.1% |
| Admin fee / account holder | $318 | $400-20.7% | $13,984-97.7% | $513-38.1% |