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 6-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $82,393 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $35,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,517 | $54,193+15.4% | $93,606-33.2% | $77,643-19.5% |
| Participation rate | 34.7% | 63.9%-29.3pp | 68.7%-34.0pp | 70.6%-35.9pp |
| Annual return | 17.55% | 30.54%-13.0pp | 133.20%-115.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $250 | $1,168-78.6% | $2,420-89.7% | $2,726-90.8% |
| Participant deferral / active EE | $2,659 | $3,144-15.4% | $4,411-39.7% | $4,647-42.8% |
| Admin fee / account holder | $9 | $576-98.5% | $8,285-99.9% | $430-98.0% |