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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,508 |
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 | $103,857 | $67,606+53.6% | $82,313+26.2% | $70,131+48.1% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 21.28% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,695 | $1,755+53.6% | $2,428+11.0% | $2,342+15.1% |
| Participant deferral / active EE | $5,821 | $2,987+94.9% | $3,706+57.1% | $3,332+74.7% |
| Admin fee / account holder | $169 | $4,512-96.2% | $5,608-97.0% | $4,645-96.4% |