Filed December 8, 2021
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 | $75,760 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $35,543 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,570 | $55,416-25.0% | $75,972-45.3% | $77,643-46.5% |
| Participation rate | 87.6% | 63.6%+24.1pp | 69.1%+18.6pp | 70.6%+17.1pp |
| Annual return | 17.66% | 17.07%+0.6pp | 359.55%-341.9pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,374 | $1,788-23.1% | $2,685-48.8% | $2,726-49.6% |
| Participant deferral / active EE | $4,289 | $3,447+24.4% | $4,255+0.8% | $4,647-7.7% |
| Admin fee / account holder | $173 | $414-58.1% | $6,467-97.3% | $430-59.7% |