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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $21,515 |
Filed as: WELLTH ADVISORY SERVICES Service code 26 · EIN 99-2539506 | Advisory (Participants) | $16,325 |
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 | $85,133 | $45,031+89.1% | $84,966+0.2% | $77,643+9.6% |
| Participation rate | 27.1% | 48.7%-21.6pp | 67.5%-40.4pp | 70.6%-43.5pp |
| Annual return | 132.05% | 79.22%+52.8pp | 66.38%+65.7pp | 31.24%+100.8pp |
| Employer contribution / active EE | $688 | $1,609-57.3% | $2,727-74.8% | $2,726-74.8% |
| Participant deferral / active EE | $1,471 | $2,807-47.6% | $4,519-67.5% | $4,647-68.4% |
| Admin fee / account holder | $287 | $912-68.5% | $6,149-95.3% | $430-33.3% |