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, LLC Service code 16 · EIN 47-1411118 | Consulting | $61,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,538 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,693 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,409 | $76,670+156.2% | $96,683+103.1% | $71,457+174.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.46% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $8,738 | $3,031+188.2% | $3,737+133.8% | $2,588+237.7% |
| Participant deferral / active EE | $17,881 | $3,771+374.1% | $4,878+266.6% | $4,289+316.9% |
| Admin fee / account holder | $336 | $2,028-83.5% | $6,730-95.0% | $1,587-78.9% |