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 | $11,219 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,365 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,352 | $82,202+28.2% | $125,339-15.9% | $64,808+62.6% |
| Participation rate | 87.1% | 77.9%+9.2pp | 82.4%+4.7pp | 71.5%+15.6pp |
| Annual return | 2.94% | 3.48%-0.5pp | 572.05%-569.1pp | 32.82%-29.9pp |
| Employer contribution / active EE | $3,490 | $3,615-3.5% | $4,814-27.5% | $2,506+39.3% |
| Participant deferral / active EE | $8,363 | $7,175+16.6% | $7,446+12.3% | $4,310+94.0% |
| Admin fee / account holder | $28 | $163-82.6% | $10,010-99.7% | $188-84.9% |