See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $52,229 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,673 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,478 | $82,202-58.1% | $125,339-72.5% | $64,808-46.8% |
| Participation rate | 84.0% | 77.9%+6.1pp | 82.4%+1.6pp | 71.5%+12.5pp |
| Annual return | -17.87% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $4,814-60.8% | $2,506-24.7% |
| Participant deferral / active EE | $3,954 | $7,175-44.9% | $7,446-46.9% | $4,310-8.3% |
| Admin fee / account holder | $216 | $163+32.3% | $10,010-97.8% | $188+15.0% |