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 Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,000 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 15 · EIN 51-0099493 | Recordkeeping | $13,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,725 | $108,549+250.7% | $156,263+143.6% | $85,563+345.0% |
| Participation rate | 99.2% | 77.1%+22.1pp | 78.9%+20.3pp | 66.0%+33.2pp |
| Annual return | 8.62% | 21.79%-13.2pp | 59.47%-50.8pp | 31.51%-22.9pp |
| Employer contribution / active EE | $13,923 | $2,690+417.7% | $4,333+221.3% | $2,654+424.7% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $47 | $650-92.8% | $14,255-99.7% | $834-94.4% |