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 | $15,704 |
RAINER & COMPANY1 year Filed as: RAINER AND COMPANY Service code 15 · EIN 23-2183936 | Recordkeeping | $12,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,280 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $82,980 | $81,474+1.8% | $133,956-38.1% | $73,488+12.9% |
| Participation rate | 93.2% | 76.4%+16.8pp | 79.8%+13.3pp | 70.7%+22.5pp |
| Annual return | 16.25% | 19.40%-3.2pp | 45.09%-28.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,099 | $2,209-50.3% | $3,919-72.0% | $2,270-51.6% |
| Participant deferral / active EE | $4,675 | $3,786+23.5% | $5,048-7.4% | $3,740+25.0% |
| Admin fee / account holder | $296 | $713-58.5% | $8,927-96.7% | $513-42.3% |