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.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,086 | $55,415-20.4% | $155,509-71.7% | $74,495-40.8% |
| Participation rate | 69.7% | 61.9%+7.8pp | 78.2%-8.5pp | 67.2%+2.5pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $2,507 | $2,267+10.6% | $4,672-46.3% | $2,623-4.4% |
| Participant deferral / active EE | $6,910 | $2,836+143.7% | $5,626+22.8% | $4,346+59.0% |
| Admin fee / account holder | $220 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |