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 | $17,752 |
ADP BROKER-DEALER5 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 | $41,193 | $65,557-37.2% | $64,056-35.7% | $71,457-42.4% |
| Participation rate | 92.8% | 73.2%+19.6pp | 72.3%+20.5pp | 67.9%+24.9pp |
| Annual return | 14.55% | 18.94%-4.4pp | 33.69%-19.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,538 | $2,669+32.6% | $2,747+28.8% | $2,588+36.7% |
| Participant deferral / active EE | $5,541 | $3,626+52.8% | $3,880+42.8% | $4,289+29.2% |
| Admin fee / account holder | $129 | $616-79.0% | $3,068-95.8% | $1,587-91.9% |