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 | $26,831 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,062 | $48,750+82.7% | $88,946+0.1% | $74,304+19.9% |
| Participation rate | 84.6% | 44.5%+40.1pp | 68.8%+15.7pp | 60.3%+24.2pp |
| Annual return | 15.51% | 25.91%-10.4pp | 57.82%-42.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,586 | $1,255+106.1% | $2,555+1.2% | $2,241+15.4% |
| Participant deferral / active EE | $5,293 | $2,423+118.4% | $4,581+15.5% | $3,767+40.5% |
| Admin fee / account holder | $265 | $3,756-92.9% | $8,261-96.8% | $2,969-91.1% |