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 | $20,585 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $20,053 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,025 |
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.)
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 | $73,628 | $58,927+24.9% | $76,817-4.2% | $72,985+0.9% |
| Participation rate | 95.1% | 67.3%+27.7pp | 72.1%+23.0pp | 69.5%+25.6pp |
| Annual return | 24.04% | 2305.64%-2281.6pp | 1166.11%-1142.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,384 | $1,787+33.4% | $2,302+3.6% | $2,440-2.3% |
| Participant deferral / active EE | $5,071 | $2,690+88.5% | $3,336+52.0% | $3,607+40.6% |
| Admin fee / account holder | $436 | $4,013-89.1% | $6,420-93.2% | $5,124-91.5% |