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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,050 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,914 | $49,451+41.4% | $79,550-12.1% | $66,914+4.5% |
| Participation rate | 82.5% | 61.3%+21.2pp | 69.5%+13.0pp | 69.8%+12.7pp |
| Annual return | -16.53% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,964 | $1,266+213.2% | $2,413+64.3% | $2,544+55.8% |
| Participant deferral / active EE | $7,370 | $3,159+133.4% | $3,985+84.9% | $4,237+74.0% |
| Admin fee / account holder | $190 | $595-68.1% | $6,832-97.2% | $593-68.0% |