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 | $9,018 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,323 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,225 | $55,415+355.2% | $155,509+62.2% | $74,495+238.6% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 15.42% | 268.50%-253.1pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $9,490 | $2,267+318.6% | $4,672+103.1% | $2,623+261.8% |
| Participant deferral / active EE | $9,759 | $2,836+244.1% | $5,626+73.5% | $4,346+124.6% |
| Admin fee / account holder | $68 | $1,738-96.1% | $15,912-99.6% | $1,942-96.5% |