See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $20,067 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,403 | $60,989-45.2% | $60,874-45.1% | $66,914-50.1% |
| Participation rate | 97.5% | 74.5%+23.1pp | 73.1%+24.4pp | 69.8%+27.7pp |
| Annual return | -15.49% | -9.60%-5.9pp | 16.90%-32.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,438 | $2,661+29.2% | $2,701+27.3% | $2,544+35.1% |
| Participant deferral / active EE | $5,307 | $3,615+46.8% | $3,817+39.0% | $4,237+25.2% |
| Admin fee / account holder | $149 | $338-55.9% | $3,224-95.4% | $593-74.9% |