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 10-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 | $23,984 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,147 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,541 | $129,021-78.7% | $184,203-85.0% | $77,643-64.5% |
| Participation rate | 96.8% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.2pp |
| Annual return | 24.40% | 33.27%-8.9pp | 28.81%-4.4pp | 31.24%-6.8pp |
| Employer contribution / active EE | $1,542 | $4,413-65.1% | $6,427-76.0% | $2,726-43.4% |
| Participant deferral / active EE | $8,923 | $7,297+22.3% | $9,131-2.3% | $4,647+92.0% |
| Admin fee / account holder | $74 | $254-70.7% | $13,901-99.5% | $430-82.7% |