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 | $26,781 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,255 |
ADP BROKER-DEALER6+ 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,762 | $70,908+12.5% | $98,907-19.4% | $73,488+8.5% |
| Participation rate | 60.0% | 73.8%-13.8pp | 76.0%-16.0pp | 70.7%-10.7pp |
| Annual return | 23.72% | 34.17%-10.4pp | 196.43%-172.7pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,113 | $2,036+3.8% | $2,689-21.4% | $2,270-6.9% |
| Participant deferral / active EE | $2,123 | $3,500-39.3% | $4,244-50.0% | $3,740-43.2% |
| Admin fee / account holder | $203 | $535-62.0% | $6,642-96.9% | $513-60.4% |