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 | $38,759 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,891 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $121,686 | $73,404+65.8% | $87,100+39.7% | $67,579+80.1% |
| Participation rate | 98.5% | 80.9%+17.7pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 24.43% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,663 | $2,014+32.2% | $2,521+5.6% | $2,148+24.0% |
| Participant deferral / active EE | $4,029 | $3,913+3.0% | $4,049-0.5% | $3,539+13.8% |
| Admin fee / account holder | $118 | $142-16.9% | $7,497-98.4% | $142-17.3% |