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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $78,307 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,834 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,106 | $81,908+74.7% | $90,749+57.7% | $64,808+120.8% |
| Participation rate | 90.7% | 80.5%+10.3pp | 75.7%+15.1pp | 71.5%+19.3pp |
| Annual return | -13.67% | -12.53%-1.1pp | -12.16%-1.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $5,600 | $3,065+82.7% | $2,921+91.7% | $2,506+123.5% |
| Participant deferral / active EE | $7,466 | $4,840+54.3% | $4,564+63.6% | $4,310+73.2% |
| Admin fee / account holder | $271 | $157+72.4% | $8,445-96.8% | $188+44.3% |