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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,792 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,850 |
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 | $43,394 | $80,724-46.2% | $103,333-58.0% | $74,495-41.7% |
| Participation rate | 83.0% | 65.7%+17.3pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 16.52% | 27.56%-11.0pp | 24.88%-8.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,866 | $3,157-9.2% | $3,868-25.9% | $2,623+9.3% |
| Participant deferral / active EE | $6,466 | $3,860+67.5% | $5,057+27.8% | $4,346+48.8% |
| Admin fee / account holder | $219 | $2,368-90.8% | $8,355-97.4% | $1,942-88.7% |