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 | $38,524 |
CARON & BLETZER, PLLC7 years Service code 15 · EIN 04-3499945 | Recordkeeping | $13,500 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $960 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,100 | $96,484+195.5% | $156,263+82.4% | $74,304+283.7% |
| Participation rate | 65.1% | 67.7%-2.6pp | 78.9%-13.8pp | 60.3%+4.7pp |
| Annual return | 13.65% | 17.73%-4.1pp | 59.47%-45.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $3,351 | $2,528+32.5% | $4,333-22.7% | $2,241+49.5% |
| Participant deferral / active EE | $7,804 | $4,286+82.1% | $6,158+26.7% | $3,767+107.2% |
| Admin fee / account holder | $519 | $3,728-86.1% | $14,255-96.4% | $2,969-82.5% |