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 | $28,204 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,395 |
ADP BROKER-DEALER9+ 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 | $78,160 | $80,968-3.5% | $96,544-19.0% | $75,163+4.0% |
| Participation rate | 94.4% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.2pp |
| Annual return | 15.57% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,633 | $2,282+146.9% | $2,965+90.0% | $2,670+111.0% |
| Participant deferral / active EE | $6,381 | $3,928+62.5% | $4,851+31.5% | $4,125+54.7% |
| Admin fee / account holder | $247 | $6,724-96.3% | $8,252-97.0% | $5,651-95.6% |