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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.
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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,594 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,125 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,856 | $70,983-57.9% | $78,778-62.1% | - |
| Participation rate | 92.6% | 57.2%+35.4pp | 69.2%+23.4pp | - |
| Annual return | 16.53% | 9.28%+7.2pp | 35.62%-19.1pp | - |
| Employer contribution / active EE | $227 | $665-65.8% | $1,986-88.5% | - |
| Participant deferral / active EE | $3,006 | $2,053+46.5% | $2,958+1.6% | - |
| Admin fee / account holder | $31 | $4,432-99.3% | $5,134-99.4% | - |