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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,062 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,750 | $61,272+61.2% | $149,673-34.0% | $71,457+38.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.20% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $7,274 | $2,378+205.8% | $4,818+51.0% | $2,588+181.1% |
| Participant deferral / active EE | $3,650 | $2,917+25.1% | $5,680-35.7% | $4,289-14.9% |
| Admin fee / account holder | $356 | $1,261-71.8% | $13,210-97.3% | $1,587-77.6% |