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 | $22,421 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,320 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,941 | $81,248-44.7% | $155,509-71.1% | $80,856-44.4% |
| Participation rate | 68.7% | 66.2%+2.4pp | 78.2%-9.5pp | 67.6%+1.0pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,347 | $3,100+8.0% | $4,672-28.4% | $2,755+21.5% |
| Participant deferral / active EE | $6,837 | $3,452+98.1% | $5,626+21.5% | $4,296+59.2% |
| Admin fee / account holder | $191 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |