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 | $16,733 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,075 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,025 | $51,315+7.2% | $95,745-42.5% | $71,457-23.0% |
| Participation rate | 90.1% | 63.0%+27.1pp | 72.3%+17.8pp | 67.9%+22.2pp |
| Annual return | 19.04% | 25.26%-6.2pp | 28.35%-9.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,928 | $1,819+170.9% | $2,835+73.8% | $2,588+90.4% |
| Participant deferral / active EE | $7,886 | $3,358+134.9% | $4,245+85.8% | $4,289+83.9% |
| Admin fee / account holder | $209 | $1,137-81.6% | $5,678-96.3% | $1,587-86.8% |