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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,366 |
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 | $148,275 | $55,415+167.6% | $155,509-4.7% | $74,495+99.0% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 12.23% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $7,812 | $2,267+244.6% | $4,672+67.2% | $2,623+197.8% |
| Participant deferral / active EE | $3,886 | $2,836+37.0% | $5,626-30.9% | $4,346-10.6% |
| Admin fee / account holder | $379 | $1,738-78.2% | $15,912-97.6% | $1,942-80.5% |