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 | $54,544 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,406 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,843 | $58,926+10.0% | $97,226-33.3% | $74,495-13.0% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.7%+16.2pp | 67.2%+21.7pp |
| Annual return | 18.98% | 16.04%+2.9pp | 75.13%-56.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $4,637 | $1,894+144.8% | $2,729+69.9% | $2,623+76.8% |
| Participant deferral / active EE | $8,141 | $3,664+122.2% | $4,264+90.9% | $4,346+87.3% |
| Admin fee / account holder | $203 | $1,974-89.7% | $5,654-96.4% | $1,942-89.5% |