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 | $189,110 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,275 |
ADP BROKER-DEALER8+ 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 | $72,739 | $82,202-11.5% | $125,339-42.0% | $64,808+12.2% |
| Participation rate | 97.2% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | -12.75% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $5,447 | $3,615+50.7% | $4,814+13.2% | $2,506+117.4% |
| Participant deferral / active EE | $10,413 | $7,175+45.1% | $7,446+39.8% | $4,310+141.6% |
| Admin fee / account holder | $175 | $163+7.4% | $10,010-98.2% | $188-6.6% |