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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,517 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,017 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,871 | $36,916-51.6% | $156,549-88.6% | $57,658-69.0% |
| Participation rate | 82.5% | 63.4%+19.1pp | 84.0%-1.5pp | 70.2%+12.3pp |
| Annual return | 7.22% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,066 | $1,571+31.5% | $5,501-62.4% | $1,974+4.7% |
| Participant deferral / active EE | $1,053 | $1,926-45.3% | $4,871-78.4% | $3,061-65.6% |
| Admin fee / account holder | $46 | $82-44.2% | $13,027-99.6% | $95-51.3% |