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 | $38,144 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,396 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,955 | $174,896-52.0% | $125,339-33.0% | - |
| Participation rate | 92.9% | 70.4%+22.5pp | 82.4%+10.6pp | - |
| Annual return | -14.03% | -12.90%-1.1pp | 572.05%-586.1pp | - |
| Employer contribution / active EE | $10,099 | $3,570+182.9% | $4,814+109.8% | - |
| Participant deferral / active EE | $11,379 | $6,354+79.1% | $7,446+52.8% | - |
| Admin fee / account holder | $357 | $56,117-99.4% | $10,010-96.4% | - |