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 | $111,737 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,875 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $97,256 | $100,801-3.5% | $149,696-35.0% | $73,409+32.5% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.5%+14.1pp | 72.2%+24.4pp |
| Annual return | 163.46% | 265.34%-101.9pp | 276.60%-113.1pp | 59.29%+104.2pp |
| Employer contribution / active EE | $3,963 | $3,312+19.7% | $4,644-14.7% | $2,234+77.4% |
| Participant deferral / active EE | $8,249 | $6,404+28.8% | $6,842+20.6% | $3,805+116.8% |
| Admin fee / account holder | $159 | $181-12.1% | $9,309-98.3% | $158+0.7% |