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 | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,230 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,040 | $71,883-12.3% | $86,677-27.3% | $68,494-8.0% |
| Participation rate | 92.2% | 72.2%+19.9pp | 76.6%+15.6pp | 67.9%+24.3pp |
| Annual return | -14.78% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,981 | $2,173-8.8% | $2,836-30.2% | $2,596-23.7% |
| Participant deferral / active EE | $4,300 | $3,779+13.8% | $4,656-7.6% | $4,027+6.8% |
| Admin fee / account holder | $179 | $6,112-97.1% | $7,493-97.6% | $5,403-96.7% |