See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $215,841 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,535 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 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 | $115,164 | $106,028+8.6% | $146,958-21.6% | $77,643+48.3% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 21.35% | 56.73%-35.4pp | 418.34%-397.0pp | 31.24%-9.9pp |
| Employer contribution / active EE | $7,006 | $4,063+72.4% | $4,933+42.0% | $2,726+157.0% |
| Participant deferral / active EE | $13,573 | $7,990+69.9% | $8,070+68.2% | $4,647+192.1% |
| Admin fee / account holder | $201 | $337-40.4% | $12,998-98.5% | $430-53.3% |