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 | $26,387 |
ADP BROKER-DEALER10+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,236 |
ADP BROKER-DEALER10+ years Filed as: ADP BROKER DEALER 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 | $42,708 | $163,264-73.8% | $155,509-72.5% | - |
| Participation rate | 93.9% | 62.7%+31.2pp | 78.2%+15.8pp | - |
| Annual return | 11.93% | 19.38%-7.4pp | 64.67%-52.7pp | - |
| Employer contribution / active EE | $1,394 | $2,490-44.0% | $4,672-70.2% | - |
| Participant deferral / active EE | $3,806 | $2,914+30.6% | $5,626-32.4% | - |
| Admin fee / account holder | $221 | $96,217-99.8% | $15,912-98.6% | - |