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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,004 |
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 | $50,125 | $88,083-43.1% | $164,813-69.6% | $74,495-32.7% |
| Participation rate | 86.0% | 73.0%+13.0pp | 78.6%+7.4pp | 67.2%+18.8pp |
| Annual return | 18.03% | 17.26%+0.8pp | 69.93%-51.9pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,025 | $2,593+16.6% | $4,341-30.3% | $2,623+15.3% |
| Participant deferral / active EE | $4,943 | $4,498+9.9% | $6,031-18.0% | $4,346+13.7% |
| Admin fee / account holder | $308 | $2,234-86.2% | $12,690-97.6% | $1,942-84.2% |