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 15 · EIN 47-1411118 | Recordkeeping | $9,061 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 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 | $64,779 | $58,879+10.0% | $178,490-63.7% | $73,488-11.9% |
| Participation rate | 90.3% | 66.2%+24.1pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 4.43% | 24.86%-20.4pp | 151.07%-146.6pp | 28.51%-24.1pp |
| Employer contribution / active EE | $1,926 | $2,236-13.9% | $5,011-61.6% | $2,270-15.2% |
| Participant deferral / active EE | $2,655 | $2,567+3.4% | $5,202-49.0% | $3,740-29.0% |
| Admin fee / account holder | $141 | $400-64.7% | $13,984-99.0% | $513-72.4% |