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 | $24,936 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,805 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,426 | $58,264+14.0% | $86,612-23.3% | $71,457-7.0% |
| Participation rate | 53.8% | 65.0%-11.2pp | 71.7%-17.9pp | 67.9%-14.1pp |
| Annual return | 21.52% | 21.63%-0.1pp | 591.07%-569.5pp | 28.85%-7.3pp |
| Employer contribution / active EE | $3,303 | $2,574+28.3% | $3,022+9.3% | $2,588+27.6% |
| Participant deferral / active EE | $6,035 | $3,436+75.6% | $4,438+36.0% | $4,289+40.7% |
| Admin fee / account holder | $161 | $1,057-84.8% | $5,614-97.1% | $1,587-89.9% |