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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $15,559 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,693 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,853 | $70,879-38.1% | $189,557-76.9% | $79,386-44.8% |
| Participation rate | 90.9% | 68.0%+22.9pp | 78.4%+12.4pp | 70.7%+20.2pp |
| Annual return | 15.52% | 20.70%-5.2pp | 64.17%-48.6pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,338 | $1,806+29.5% | $4,412-47.0% | $2,427-3.7% |
| Participant deferral / active EE | $4,861 | $4,081+19.1% | $6,174-21.3% | $4,046+20.2% |
| Admin fee / account holder | $123 | $647-81.0% | $9,807-98.7% | $626-80.4% |