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 | $40,207 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,081 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,032 | $132,049+10.6% | $200,582-27.2% | $74,304+96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 20.91% | 22.22%-1.3pp | 42.33%-21.4pp | 29.43%-8.5pp |
| Employer contribution / active EE | $6,252 | $4,558+37.2% | $6,419-2.6% | $2,241+178.9% |
| Participant deferral / active EE | $9,066 | $7,213+25.7% | $9,331-2.8% | $3,767+140.6% |
| Admin fee / account holder | $342 | $2,405-85.8% | $16,305-97.9% | $2,969-88.5% |