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 | $26,943 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,486 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,437 | $63,745-17.7% | $98,442-46.7% | $79,386-33.9% |
| Participation rate | 75.6% | 69.9%+5.7pp | 73.3%+2.2pp | 70.7%+4.9pp |
| Annual return | 18.79% | 625.80%-607.0pp | 1492.73%-1473.9pp | 116.85%-98.1pp |
| Employer contribution / active EE | $3,503 | $2,557+37.0% | $2,960+18.3% | $2,427+44.3% |
| Participant deferral / active EE | $6,248 | $3,303+89.1% | $4,276+46.1% | $4,046+54.4% |
| Admin fee / account holder | $143 | $516-72.3% | $5,949-97.6% | $626-77.2% |