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 | $66,327 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,236 | $50,815+42.2% | $155,509-53.5% | $77,643-7.0% |
| Participation rate | 93.3% | 63.1%+30.2pp | 78.2%+15.1pp | 70.6%+22.7pp |
| Annual return | 11.81% | 34.80%-23.0pp | 64.67%-52.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,455 | $1,993+23.2% | $4,672-47.5% | $2,726-9.9% |
| Participant deferral / active EE | $6,030 | $2,822+113.7% | $5,626+7.2% | $4,647+29.7% |
| Admin fee / account holder | $240 | $437-45.0% | $15,912-98.5% | $430-44.2% |