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 | $17,549 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,314 |
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 | $59,371 | $86,929-31.7% | $102,423-42.0% | $80,856-26.6% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.6pp |
| Annual return | 10.87% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,929 | $2,369+65.8% | $3,023+29.9% | $2,755+42.6% |
| Participant deferral / active EE | $6,966 | $4,118+69.1% | $5,053+37.9% | $4,296+62.1% |
| Admin fee / account holder | $322 | $8,049-96.0% | $9,451-96.6% | $6,918-95.3% |