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 | $54,776 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,938 | $47,126+39.9% | $149,673-55.9% | $74,419-11.4% |
| Participation rate | 90.1% | 63.4%+26.7pp | 78.8%+11.3pp | 70.7%+19.4pp |
| Annual return | 16.32% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,089 | $1,905+9.6% | $4,818-56.6% | $2,637-20.8% |
| Participant deferral / active EE | $5,138 | $2,728+88.4% | $5,680-9.5% | $4,528+13.5% |
| Admin fee / account holder | $215 | $343-37.2% | $13,210-98.4% | $348-38.1% |