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 4-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 | $15,212 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,900 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,565 | $65,435+44.5% | $86,677+9.1% | $66,914+41.3% |
| Participation rate | 71.3% | 75.5%-4.2pp | 76.6%-5.3pp | 69.8%+1.5pp |
| Annual return | -18.33% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $3,684 | $2,153+71.1% | $2,836+29.9% | $2,544+44.8% |
| Participant deferral / active EE | $5,783 | $4,100+41.0% | $4,656+24.2% | $4,237+36.5% |
| Admin fee / account holder | $153 | $642-76.1% | $7,493-98.0% | $593-74.1% |