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 | $19,734 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $785 |
ADP BROKER-DEALER4+ 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 | $46,366 | $73,102-36.6% | $123,544-62.5% | $56,287-17.6% |
| Participation rate | 77.2% | 74.3%+2.9pp | 82.3%-5.1pp | 69.9%+7.3pp |
| Annual return | -4.96% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,489 | $5,423+56.5% | $6,426+32.1% | $3,350+153.4% |
| Admin fee / account holder | $121 | $554-78.1% | $9,284-98.7% | $521-76.7% |