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 | $14,297 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,650 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,162 | $55,453-52.8% | $170,442-84.7% | $62,292-58.0% |
| Participation rate | 80.4% | 66.4%+14.0pp | 83.6%-3.2pp | 69.5%+10.8pp |
| Annual return | 14.40% | 21.38%-7.0pp | 205.93%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $784 | $2,164-63.8% | $5,433-85.6% | $2,042-61.6% |
| Participant deferral / active EE | $1,938 | $2,303-15.8% | $4,939-60.8% | $3,169-38.8% |
| Admin fee / account holder | $131 | $455-71.1% | $13,880-99.1% | $479-72.6% |