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 | $21,724 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,490 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,392 | $59,535+36.7% | $90,160-9.7% | $62,292+30.7% |
| Participation rate | 89.9% | 73.0%+16.8pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 18.21% | 23.53%-5.3pp | 34.88%-16.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,264 | $1,826+78.8% | $3,318-1.6% | $2,042+59.8% |
| Participant deferral / active EE | $12,475 | $4,639+168.9% | $5,288+135.9% | $3,169+293.7% |
| Admin fee / account holder | $120 | $337-64.5% | $5,943-98.0% | $479-75.0% |