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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,818 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,259 | $66,098+72.9% | $101,794+12.2% | $74,304+53.8% |
| Participation rate | 82.1% | 53.8%+28.4pp | 69.2%+13.0pp | 60.3%+21.8pp |
| Annual return | 17.29% | 19.59%-2.3pp | 30.53%-13.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,401 | $1,082+214.4% | $2,289+48.6% | $2,241+51.7% |
| Participant deferral / active EE | $7,011 | $2,781+152.1% | $4,084+71.7% | $3,767+86.1% |
| Admin fee / account holder | $198 | $4,146-95.2% | $8,777-97.7% | $2,969-93.3% |