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 | $21,787 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,936 | $65,061-41.7% | $143,757-73.6% | $66,914-43.3% |
| Participation rate | 77.6% | 65.2%+12.4pp | 80.3%-2.7pp | 69.8%+7.8pp |
| Annual return | -13.06% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,702 | $2,361-27.9% | $4,951-65.6% | $2,544-33.1% |
| Participant deferral / active EE | $11,104 | $2,919+280.4% | $5,637+97.0% | $4,237+162.1% |
| Admin fee / account holder | $108 | $502-78.5% | $14,673-99.3% | $593-81.8% |