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 3-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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,221 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $51,485 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,584 | $108,719-59.9% | $101,326-57.0% | $85,563-49.1% |
| Participation rate | 77.8% | 80.9%-3.1pp | 81.5%-3.7pp | 66.0%+11.8pp |
| Annual return | 26.37% | 20.95%+5.4pp | 36.82%-10.4pp | 31.51%-5.1pp |
| Employer contribution / active EE | $2,190 | $3,114-29.7% | $3,665-40.2% | $2,654-17.5% |
| Participant deferral / active EE | $7,412 | $8,545-13.3% | $7,994-7.3% | $4,375+69.4% |
| Admin fee / account holder | $202 | $685-70.5% | $11,185-98.2% | $834-75.8% |