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 | $16,597 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,019 |
ADP BROKER-DEALER5+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER5+ years Service code 59 | Shareholder Servicing | $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 | $25,746 | $52,953-51.4% | $172,739-85.1% | $65,185-60.5% |
| Participation rate | 89.6% | 66.2%+23.4pp | 82.6%+6.9pp | 70.2%+19.4pp |
| Annual return | 18.70% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $761 | $2,190-65.2% | $5,143-85.2% | $2,177-65.0% |
| Participant deferral / active EE | $2,080 | $2,471-15.8% | $5,198-60.0% | $3,514-40.8% |
| Admin fee / account holder | $130 | $472-72.5% | $13,954-99.1% | $847-84.7% |