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 | $14,382 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,606 |
ADP BROKER-DEALER2 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 | $84,121 | $76,050+10.6% | $96,544-12.9% | $71,457+17.7% |
| Participation rate | 81.3% | 74.4%+6.9pp | 76.0%+5.3pp | 67.9%+13.4pp |
| Annual return | 21.17% | 22.81%-1.6pp | 25.84%-4.7pp | 28.85%-7.7pp |
| Employer contribution / active EE | $5,219 | $2,244+132.6% | $2,965+76.0% | $2,588+101.7% |
| Participant deferral / active EE | $5,763 | $4,215+36.7% | $4,851+18.8% | $4,289+34.4% |
| Admin fee / account holder | $106 | $2,707-96.1% | $8,252-98.7% | $1,587-93.3% |