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 | $34,587 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $630 |
ADP BROKER-DEALER8 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,814 | $88,083+174.5% | $164,813+46.7% | $74,495+224.6% |
| Participation rate | 66.1% | 73.0%-6.9pp | 78.6%-12.5pp | 67.2%-1.1pp |
| Annual return | 13.23% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,496 | $2,593-3.7% | $4,341-42.5% | $2,623-4.8% |
| Participant deferral / active EE | $7,713 | $4,498+71.5% | $6,031+27.9% | $4,346+77.5% |
| Admin fee / account holder | $354 | $2,234-84.1% | $12,690-97.2% | $1,942-81.8% |