Filed December 11, 2024
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 | $59,891 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,333 |
REGIONS BANK10+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $13,920 |
JGD & ASSOCIATES LLP6 years Service code 15 · EIN 95-3132551 | Recordkeeping | $12,250 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,491 | $62,624+82.8% | $177,989-35.7% | $77,643+47.5% |
| Participation rate | 97.3% | 66.8%+30.4pp | 77.1%+20.2pp | 70.6%+26.7pp |
| Annual return | 18.62% | 16.16%+2.5pp | 294.48%-275.9pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,173 | $1,909+66.2% | $3,949-19.6% | $2,726+16.4% |
| Participant deferral / active EE | $10,816 | $4,219+156.3% | $6,276+72.3% | $4,647+132.7% |
| Admin fee / account holder | $267 | $386-30.7% | $10,363-97.4% | $430-37.9% |