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, LLC Service code 16 · EIN 47-1411118 | Consulting | $71,616 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,433 | $85,135+102.5% | $98,907+74.3% | $73,409+134.9% |
| Participation rate | 97.3% | 81.1%+16.2pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 16.13% | 19.14%-3.0pp | 196.43%-180.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $5,084 | $2,721+86.8% | $2,689+89.1% | $2,234+127.6% |
| Participant deferral / active EE | $8,740 | $4,349+101.0% | $4,244+105.9% | $3,805+129.7% |
| Admin fee / account holder | $114 | $139-18.1% | $6,642-98.3% | $158-27.7% |