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 | $21,927 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,550 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $188,617 | $65,061+189.9% | $143,757+31.2% | $66,914+181.9% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -12.91% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $9,769 | $2,361+313.8% | $4,951+97.3% | $2,544+284.0% |
| Participant deferral / active EE | $10,055 | $2,919+244.5% | $5,637+78.4% | $4,237+137.3% |
| Admin fee / account holder | $124 | $502-75.4% | $14,673-99.2% | $593-79.2% |