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 | $28,686 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,001 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $84,224 | $57,739+45.9% | $112,229-25.0% | $74,419+13.2% |
| Participation rate | 94.9% | 55.6%+39.3pp | 72.4%+22.5pp | 70.7%+24.2pp |
| Annual return | 14.06% | 19.52%-5.5pp | 30.20%-16.1pp | 34.38%-20.3pp |
| Employer contribution / active EE | $3,881 | $1,675+131.7% | $3,430+13.1% | $2,637+47.1% |
| Participant deferral / active EE | $6,309 | $2,891+118.2% | $4,798+31.5% | $4,528+39.3% |
| Admin fee / account holder | $91 | $462-80.3% | $7,748-98.8% | $348-73.8% |