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 | $16,731 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,220 | $80,968-34.3% | $96,544-44.9% | $75,163-29.2% |
| Participation rate | 93.8% | 71.8%+22.1pp | 76.0%+17.9pp | 67.2%+26.7pp |
| Annual return | 15.47% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,491 | $2,282+9.2% | $2,965-16.0% | $2,670-6.7% |
| Participant deferral / active EE | $6,216 | $3,928+58.2% | $4,851+28.1% | $4,125+50.7% |
| Admin fee / account holder | $284 | $6,724-95.8% | $8,252-96.6% | $5,651-95.0% |