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 | $15,340 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,406 | $80,753-33.9% | $136,294-60.8% | $62,292-14.3% |
| Participation rate | 77.7% | 73.5%+4.2pp | 81.9%-4.2pp | 69.5%+8.2pp |
| Annual return | 21.16% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,895 | $5,164+72.2% | $6,247+42.4% | $3,169+180.7% |
| Admin fee / account holder | $122 | $525-76.7% | $9,243-98.7% | $479-74.5% |