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 | $15,751 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,902 |
WILLIAM BLAIR3 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $10,247 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $187,417 | $52,953+253.9% | $172,739+8.5% | $65,185+187.5% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 20.86% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $10,249 | $2,190+368.1% | $5,143+99.3% | $2,177+370.9% |
| Participant deferral / active EE | $9,089 | $2,471+267.9% | $5,198+74.9% | $3,514+158.7% |
| Admin fee / account holder | $290 | $472-38.5% | $13,954-97.9% | $847-65.7% |