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 LLC1+ years Filed as: THE GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,578 |
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 | $77,434 | $56,199+37.8% | $67,652+14.5% | $59,632+29.9% |
| Participation rate | 86.2% | 71.5%+14.7pp | 75.7%+10.5pp | 68.7%+17.5pp |
| Annual return | 3.13% | 18505.31%-18502.2pp | 6625.04%-6621.9pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $2,265 | $1,614+40.3% | $2,2660% | $2,203+2.8% |
| Participant deferral / active EE | $4,198 | $2,844+47.6% | $3,560+17.9% | $3,192+31.5% |
| Admin fee / account holder | $197 | $3,958-95.0% | $4,821-95.9% | $4,297-95.4% |