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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $52,298 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,848 |
ADP BROKER-DEALER5 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,974 | $105,181+153.8% | $159,436+67.4% | $85,850+211.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 15.65% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,873 | $3,318-43.6% | $4,829-61.2% | $2,565-27.0% |
| Participant deferral / active EE | $7,849 | $5,945+32.0% | $7,352+6.8% | $3,952+98.6% |
| Admin fee / account holder | $752 | $6,933-89.2% | $10,799-93.0% | $6,260-88.0% |