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 | $73,558 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,385 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,361 | $100,923+193.6% | $150,045+97.5% | $74,304+298.8% |
| Participation rate | 89.0% | 70.1%+18.9pp | 82.3%+6.6pp | 60.3%+28.6pp |
| Annual return | 18.85% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $8,911 | $3,463+157.3% | $4,693+89.9% | $2,241+297.6% |
| Participant deferral / active EE | $25,324 | $6,709+277.4% | $7,997+216.7% | $3,767+572.2% |
| Admin fee / account holder | $697 | $2,767-74.8% | $13,435-94.8% | $2,969-76.5% |