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 | $27,710 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $25,810 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,967 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,689 | $89,652-2.2% | $141,162-37.9% | $65,185+34.5% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.5%+6.7pp | 70.2%+19.0pp |
| Annual return | 58.87% | 32.79%+26.1pp | 71.39%-12.5pp | 29.38%+29.5pp |
| Employer contribution / active EE | $2,835 | $3,065-7.5% | $4,735-40.1% | $2,177+30.2% |
| Participant deferral / active EE | $6,717 | $5,691+18.0% | $6,709+0.1% | $3,514+91.2% |
| Admin fee / account holder | $187 | $569-67.1% | $10,261-98.2% | $847-77.9% |