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 | $38,497 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,379 |
ADP BROKER-DEALER7 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 | $97,838 | $91,407+7.0% | $135,903-28.0% | $71,457+36.9% |
| Participation rate | 86.5% | 75.7%+10.9pp | 81.9%+4.6pp | 67.9%+18.6pp |
| Annual return | 18.08% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $9,185 | $3,703+148.0% | $4,856+89.1% | $2,588+254.9% |
| Participant deferral / active EE | $10,736 | $7,092+51.4% | $7,758+38.4% | $4,289+150.3% |
| Admin fee / account holder | $359 | $1,266-71.6% | $10,762-96.7% | $1,587-77.4% |