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) | $59,789 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,640 | $65,061+31.6% | $143,757-40.4% | $66,914+28.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.93% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $7,298 | $2,361+209.2% | $4,951+47.4% | $2,544+186.9% |
| Participant deferral / active EE | $3,698 | $2,919+26.7% | $5,637-34.4% | $4,237-12.7% |
| Admin fee / account holder | $352 | $502-30.0% | $14,673-97.6% | $593-40.7% |