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 9-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 | $29,439 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,099 | $80,724+11.6% | $103,333-12.8% | $74,495+20.9% |
| Participation rate | 92.2% | 65.7%+26.5pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 18.50% | 27.56%-9.1pp | 24.88%-6.4pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $6,746 | $3,157+113.7% | $3,868+74.4% | $2,623+157.2% |
| Participant deferral / active EE | $9,797 | $3,860+153.8% | $5,057+93.7% | $4,346+125.4% |
| Admin fee / account holder | $329 | $2,368-86.1% | $8,355-96.1% | $1,942-83.0% |