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 | $40,354 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,387 |
ADP BROKER-DEALER6 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 | $78,711 | $95,880-17.9% | $107,525-26.8% | $85,563-8.0% |
| Participation rate | 89.8% | 70.1%+19.7pp | 75.1%+14.7pp | 66.0%+23.8pp |
| Annual return | 21.30% | 68.06%-46.8pp | 181.32%-160.0pp | 31.51%-10.2pp |
| Employer contribution / active EE | $3,318 | $3,812-13.0% | $3,754-11.6% | $2,654+25.0% |
| Participant deferral / active EE | $8,903 | $4,201+111.9% | $5,116+74.0% | $4,375+103.5% |
| Admin fee / account holder | $132 | $1,025-87.1% | $8,919-98.5% | $834-84.2% |