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 | $225,439 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,060 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $9,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,572 | $106,028-31.6% | $146,958-50.6% | $77,643-6.5% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 15.79% | 56.73%-40.9pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,342 | $4,063+6.9% | $4,933-12.0% | $2,726+59.3% |
| Participant deferral / active EE | $12,366 | $7,990+54.8% | $8,070+53.2% | $4,647+166.1% |
| Admin fee / account holder | $380 | $337+12.7% | $12,998-97.1% | $430-11.6% |