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 | $27,663 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,050 | $87,870-49.9% | $113,168-61.1% | $74,304-40.7% |
| Participation rate | 98.8% | 70.7%+28.0pp | 76.6%+22.2pp | 60.3%+38.4pp |
| Annual return | 13.09% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,265 | $2,277-44.5% | $2,975-57.5% | $2,241-43.6% |
| Participant deferral / active EE | $3,839 | $4,241-9.5% | $5,107-24.8% | $3,767+1.9% |
| Admin fee / account holder | $244 | $3,368-92.8% | $12,068-98.0% | $2,969-91.8% |