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 8-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $41,761 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,912 | $119,446-64.1% | $150,045-71.4% | $85,563-49.8% |
| Participation rate | 95.0% | 75.4%+19.6pp | 82.3%+12.7pp | 66.0%+29.0pp |
| Annual return | 23.01% | 23.72%-0.7pp | 62.55%-39.5pp | 31.51%-8.5pp |
| Employer contribution / active EE | $2,610 | $4,078-36.0% | $4,693-44.4% | $2,654-1.6% |
| Participant deferral / active EE | $5,880 | $7,985-26.4% | $7,997-26.5% | $4,375+34.4% |
| Admin fee / account holder | $233 | $548-57.4% | $13,435-98.3% | $834-72.0% |