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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $77,817 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,689 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,466 | $54,193-58.5% | $93,606-76.0% | $77,643-71.1% |
| Participation rate | 95.1% | 63.9%+31.2pp | 68.7%+26.4pp | 70.6%+24.5pp |
| Annual return | 13.86% | 30.54%-16.7pp | 133.20%-119.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $894 | $1,168-23.5% | $2,420-63.1% | $2,726-67.2% |
| Participant deferral / active EE | $3,194 | $3,144+1.6% | $4,411-27.6% | $4,647-31.3% |
| Admin fee / account holder | $222 | $576-61.5% | $8,285-97.3% | $430-48.5% |