See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,010 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,840 | $106,028+40.4% | $146,958+1.3% | $77,643+91.7% |
| Participation rate | 86.7% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 16.32% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,536 | $4,063+11.6% | $4,933-8.0% | $2,726+66.4% |
| Participant deferral / active EE | $10,971 | $7,990+37.3% | $8,070+35.9% | $4,647+136.1% |
| Admin fee / account holder | $35 | $337-89.7% | $12,998-99.7% | $430-91.9% |