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 | $8,278 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,059 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,885 | $61,272+268.7% | $149,673+50.9% | $71,457+216.1% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.9pp |
| Annual return | 22.63% | 35.85%-13.2pp | 134.42%-111.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $9,795 | $2,378+311.8% | $4,818+103.3% | $2,588+278.5% |
| Participant deferral / active EE | $10,337 | $2,917+254.4% | $5,680+82.0% | $4,289+141.0% |
| Admin fee / account holder | $53 | $1,261-95.8% | $13,210-99.6% | $1,587-96.6% |