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 | $35,018 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,625 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,634 | $101,317+106.9% | $146,958+42.6% | $74,495+181.4% |
| Participation rate | 82.7% | 75.5%+7.1pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 20.00% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $4,431 | $3,810+16.3% | $4,933-10.2% | $2,623+68.9% |
| Participant deferral / active EE | $12,132 | $7,303+66.1% | $8,070+50.3% | $4,346+179.2% |
| Admin fee / account holder | $288 | $1,739-83.5% | $12,998-97.8% | $1,942-85.2% |