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 | $27,872 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER8+ years 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 | $71,490 | $71,883-0.5% | $86,677-17.5% | $68,494+4.4% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -17.20% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,607 | $2,173+112.0% | $2,836+62.4% | $2,596+77.5% |
| Participant deferral / active EE | $5,709 | $3,779+51.1% | $4,656+22.6% | $4,027+41.8% |
| Admin fee / account holder | $250 | $6,112-95.9% | $7,493-96.7% | $5,403-95.4% |