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 | $193,877 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,225 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $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 | $90,241 | $95,274-5.3% | $135,903-33.6% | $74,419+21.3% |
| Participation rate | 97.8% | 78.2%+19.7pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 24.02% | 32.77%-8.7pp | 68.23%-44.2pp | 34.38%-10.4pp |
| Employer contribution / active EE | $7,148 | $3,874+84.5% | $4,856+47.2% | $2,637+171.0% |
| Participant deferral / active EE | $13,169 | $7,782+69.2% | $7,758+69.7% | $4,528+190.8% |
| Admin fee / account holder | $172 | $266-35.5% | $10,762-98.4% | $348-50.7% |