Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $15,904 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,456 | $55,472+5.4% | $155,567-62.4% | $74,546-21.6% |
| Participation rate | 42.3% | 61.9%-19.6pp | 78.2%-35.9pp | 67.2%-24.9pp |
| Annual return | 12.94% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $744 | $2,269-67.2% | $4,674-84.1% | $2,624-71.7% |
| Participant deferral / active EE | $2,328 | $2,838-18.0% | $5,628-58.6% | $4,347-46.4% |
| Admin fee / account holder | $153 | $1,743-91.2% | $15,916-99.0% | $1,944-92.1% |