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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,183 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,493 | $53,063-19.9% | $70,164-39.4% | $71,457-40.5% |
| Participation rate | 58.8% | 62.1%-3.3pp | 78.8%-20.0pp | 67.9%-9.1pp |
| Annual return | 17.09% | 19.46%-2.4pp | 18.87%-1.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,391 | $3,011-53.8% | $4,287-67.5% | $2,588-46.2% |
| Participant deferral / active EE | $4,360 | $3,291+32.5% | $5,395-19.2% | $4,289+1.7% |
| Admin fee / account holder | $210 | $1,068-80.3% | $4,561-95.4% | $1,587-86.8% |