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 6-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 | $12,509 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $8,445 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,249 | $100,923-51.2% | $150,045-67.2% | $74,304-33.7% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.9pp | 60.3%+37.9pp |
| Annual return | 23.45% | 51.77%-28.3pp | 62.55%-39.1pp | 29.43%-6.0pp |
| Employer contribution / active EE | $2,142 | $3,463-38.2% | $4,693-54.4% | $2,241-4.4% |
| Participant deferral / active EE | $9,665 | $6,709+44.0% | $7,997+20.9% | $3,767+156.5% |
| Admin fee / account holder | $98 | $2,767-96.4% | $13,435-99.3% | $2,969-96.7% |