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 | $19,335 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,599 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,622 | $82,664-52.1% | $125,339-68.4% | $68,494-42.2% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -12.54% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $9,973 | $3,381+195.0% | $4,814+107.2% | $2,596+284.1% |
| Participant deferral / active EE | $18,239 | $6,110+198.5% | $7,446+144.9% | $4,027+352.9% |
| Admin fee / account holder | $112 | $6,275-98.2% | $10,010-98.9% | $5,403-97.9% |