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 | $120,915 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,606 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,822 | $73,397+109.6% | $178,014-13.6% | $74,546+106.3% |
| Participation rate | 93.7% | 66.6%+27.1pp | 77.1%+16.6pp | 67.2%+26.5pp |
| Annual return | 20.13% | 17.49%+2.6pp | 294.80%-274.7pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $7,056 | $2,217+218.2% | $3,950+78.6% | $2,624+168.9% |
| Participant deferral / active EE | $13,851 | $4,512+207.0% | $6,276+120.7% | $4,347+218.6% |
| Admin fee / account holder | $548 | $1,809-69.7% | $10,362-94.7% | $1,944-71.8% |