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 | $22,508 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,524 | $61,272-25.7% | $149,673-69.6% | $71,457-36.3% |
| Participation rate | 75.7% | 62.5%+13.2pp | 78.8%-3.0pp | 67.9%+7.8pp |
| Annual return | 20.70% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,086 | $2,378-54.3% | $4,818-77.5% | $2,588-58.0% |
| Participant deferral / active EE | $10,785 | $2,917+269.7% | $5,680+89.9% | $4,289+151.5% |
| Admin fee / account holder | $132 | $1,261-89.5% | $13,210-99.0% | $1,587-91.7% |