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 | $10,439 |
WILLIAM BLAIR3 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $9,192 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,313 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,995 | $65,376-2.1% | $87,100-26.5% | $65,185-1.8% |
| Participation rate | 89.1% | 75.3%+13.8pp | 76.9%+12.2pp | 70.2%+18.9pp |
| Annual return | 23.84% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,612 | $1,822+98.2% | $2,521+43.3% | $2,177+65.9% |
| Participant deferral / active EE | $4,533 | $3,388+33.8% | $4,049+12.0% | $3,514+29.0% |
| Admin fee / account holder | $189 | $520-63.6% | $7,497-97.5% | $847-77.7% |