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 9-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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,409 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $5,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,155 | $62,624-2.3% | $177,989-65.6% | $77,643-21.2% |
| Participation rate | 90.7% | 66.8%+23.8pp | 77.1%+13.6pp | 70.6%+20.1pp |
| Annual return | -0.67% | 16.16%-16.8pp | 294.48%-295.2pp | 31.24%-31.9pp |
| Employer contribution / active EE | $155 | $1,909-91.9% | $3,949-96.1% | $2,726-94.3% |
| Participant deferral / active EE | $1,695 | $4,219-59.8% | $6,276-73.0% | $4,647-63.5% |
| Admin fee / account holder | $40 | $386-89.7% | $10,363-99.6% | $430-90.8% |