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 3-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 Service code 27 · EIN 47-1411118 | Advisory (Plan) | $128,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,803 | $91,407+105.5% | $135,903+38.2% | $71,457+162.8% |
| Participation rate | 97.2% | 75.7%+21.5pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 16.57% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,470 | $3,703+20.7% | $4,856-7.9% | $2,588+72.8% |
| Participant deferral / active EE | $17,298 | $7,092+143.9% | $7,758+123.0% | $4,289+303.3% |
| Admin fee / account holder | $476 | $1,266-62.4% | $10,762-95.6% | $1,587-70.0% |