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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,171 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,615 |
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 | $46,816 | $56,140-16.6% | $76,190-38.6% | $74,495-37.2% |
| Participation rate | 59.6% | 62.6%-3.0pp | 79.3%-19.7pp | 67.2%-7.6pp |
| Annual return | 13.92% | 13.87%+0.1pp | 13.78%+0.1pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,500 | $2,881-47.9% | $4,578-67.2% | $2,623-42.8% |
| Participant deferral / active EE | $4,973 | $3,154+57.7% | $5,474-9.1% | $4,346+14.4% |
| Admin fee / account holder | $252 | $776-67.6% | $5,123-95.1% | $1,942-87.0% |