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 | $9,713 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,801 | $56,485+46.6% | $185,823-55.4% | $86,799-4.6% |
| Participation rate | 73.8% | 65.5%+8.3pp | 81.7%-7.9pp | 72.3%+1.5pp |
| Annual return | 15.10% | 118.04%-102.9pp | 122.05%-107.0pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,779 | $1,843-3.4% | $5,167-65.6% | $2,405-26.0% |
| Participant deferral / active EE | $4,202 | $2,553+64.6% | $5,568-24.5% | $4,131+1.7% |
| Admin fee / account holder | $386 | $150+158.2% | $16,237-97.6% | $170+127.8% |