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 | $59,016 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,485 |
ADP BROKER-DEALER9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,238 | $56,423+17.4% | $77,163-14.2% | $71,457-7.3% |
| Participation rate | 72.9% | 64.3%+8.6pp | 69.6%+3.3pp | 67.9%+5.0pp |
| Annual return | 17.41% | 19.05%-1.6pp | 37.87%-20.5pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,031 | $1,866+8.8% | $2,535-19.9% | $2,588-21.5% |
| Participant deferral / active EE | $3,564 | $3,142+13.5% | $3,833-7.0% | $4,289-16.9% |
| Admin fee / account holder | $391 | $1,429-72.6% | $5,472-92.9% | $1,587-75.4% |