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 | $25,855 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,810 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $51,480 | $54,350-5.3% | $82,719-37.8% | $68,494-24.8% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.6pp | 67.9%+15.2pp |
| Annual return | -15.03% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,527 | $2,218+149.2% | $3,009+83.7% | $2,596+112.9% |
| Participant deferral / active EE | $10,288 | $3,246+217.0% | $4,395+134.1% | $4,027+155.5% |
| Admin fee / account holder | $169 | $4,395-96.2% | $5,329-96.8% | $5,403-96.9% |