See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $42,094 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,792 | $106,028+3.6% | $146,958-25.3% | $77,643+41.4% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 41.10% | 56.73%-15.6pp | 418.34%-377.2pp | 31.24%+9.9pp |
| Employer contribution / active EE | $4,214 | $4,063+3.7% | $4,933-14.6% | $2,726+54.6% |
| Participant deferral / active EE | $9,934 | $7,990+24.3% | $8,070+23.1% | $4,647+113.8% |
| Admin fee / account holder | $149 | $337-55.9% | $12,998-98.9% | $430-65.4% |