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 | $30,083 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,235 |
ADP BROKER-DEALER10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,203 | $60,323+21.4% | $81,812-10.5% | $74,495-1.7% |
| Participation rate | 56.9% | 62.9%-5.9pp | 72.3%-15.4pp | 67.2%-10.3pp |
| Annual return | 15.11% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,254 | $2,620+24.2% | $2,912+11.7% | $2,623+24.1% |
| Participant deferral / active EE | $5,966 | $3,387+76.1% | $4,319+38.1% | $4,346+37.3% |
| Admin fee / account holder | $184 | $1,486-87.6% | $7,386-97.5% | $1,942-90.5% |