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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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $77,127 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,998 | $92,055+59.7% | $106,213+38.4% | $77,643+89.3% |
| Participation rate | 88.5% | 81.0%+7.5pp | 75.3%+13.2pp | 70.6%+17.9pp |
| Annual return | 10.88% | 17.91%-7.0pp | 116.14%-105.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $5,290 | $3,367+57.1% | $3,171+66.8% | $2,726+94.1% |
| Participant deferral / active EE | $6,163 | $5,386+14.4% | $5,016+22.9% | $4,647+32.6% |
| Admin fee / account holder | $434 | $219+98.3% | $11,033-96.1% | $430+0.9% |