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 | $42,911 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,744 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,828 | $98,750+144.9% | $149,696+61.5% | $79,858+202.8% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 18.04% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4,336 | $3,216+34.8% | $4,644-6.6% | $2,471+75.5% |
| Participant deferral / active EE | $6,301 | $5,680+10.9% | $6,842-7.9% | $3,740+68.5% |
| Admin fee / account holder | $663 | $6,053-89.0% | $9,309-92.9% | $5,306-87.5% |