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 | $21,670 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,222 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,055 | $93,571-27.3% | $135,903-49.9% | $75,163-9.5% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 46.62% | 30.90%+15.7pp | 68.23%-21.6pp | 160.62%-114.0pp |
| Employer contribution / active EE | $9,781 | $3,537+176.6% | $4,856+101.4% | $2,670+266.4% |
| Participant deferral / active EE | $19,345 | $6,404+202.1% | $7,758+149.4% | $4,125+369.0% |
| Admin fee / account holder | $125 | $6,975-98.2% | $10,762-98.8% | $5,651-97.8% |