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 | $21,233 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,609 | $76,670-0.1% | $96,683-20.8% | $71,457+7.2% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.7pp | 67.9%+21.2pp |
| Annual return | 23.41% | 48.29%-24.9pp | 35.69%-12.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $5,502 | $3,031+81.5% | $3,737+47.3% | $2,588+112.6% |
| Participant deferral / active EE | $9,267 | $3,771+145.7% | $4,878+90.0% | $4,289+116.1% |
| Admin fee / account holder | $286 | $2,028-85.9% | $6,730-95.7% | $1,587-82.0% |