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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,236 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $50,268 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $540 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,245 | $122,186-31.1% | $146,958-42.7% | $199,593-57.8% |
| Participation rate | 71.7% | 78.3%-6.6pp | 82.2%-10.5pp | 72.0%-0.3pp |
| Annual return | 18.80% | 30.56%-11.8pp | 418.34%-399.5pp | 34.25%-15.4pp |
| Employer contribution / active EE | $2,235 | $4,093-45.4% | $4,933-54.7% | $3,034-26.3% |
| Participant deferral / active EE | $8,636 | $8,502+1.6% | $8,070+7.0% | $5,087+69.8% |
| Admin fee / account holder | $127 | $179-29.2% | $12,998-99.0% | $269-52.9% |