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 4-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,215 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,884 |
ADP BROKER-DEALER3 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 | $73,145 | $79,171-7.6% | $102,423-28.6% | $74,495-1.8% |
| Participation rate | 85.8% | 74.8%+11.0pp | 76.5%+9.3pp | 67.2%+18.6pp |
| Annual return | 14.76% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $5,393 | $2,362+128.3% | $3,023+78.4% | $2,623+105.6% |
| Participant deferral / active EE | $6,222 | $4,415+40.9% | $5,053+23.1% | $4,346+43.2% |
| Admin fee / account holder | $121 | $2,001-93.9% | $9,451-98.7% | $1,942-93.7% |