See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $19,501 |
RAINER & COMPANY5 years Filed as: RAINER AND COMPANY Service code 15 · EIN 23-2183936 | Recordkeeping | $16,125 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $15,602 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,059 | $88,083-9.1% | $164,813-51.4% | $74,495+7.5% |
| Participation rate | 94.4% | 73.0%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 15.91% | 17.26%-1.4pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,452 | $2,593-44.0% | $4,341-66.6% | $2,623-44.7% |
| Participant deferral / active EE | $5,660 | $4,498+25.8% | $6,031-6.2% | $4,346+30.2% |
| Admin fee / account holder | $309 | $2,234-86.2% | $12,690-97.6% | $1,942-84.1% |