See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $24,520 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,827 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,012 | $72,254+13.5% | $86,677-5.4% | $64,808+26.5% |
| Participation rate | 97.7% | 80.4%+17.3pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -16.97% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,032 | $2,393-56.9% | $2,836-63.6% | $2,506-58.8% |
| Participant deferral / active EE | $6,652 | $4,658+42.8% | $4,656+42.9% | $4,310+54.3% |
| Admin fee / account holder | $217 | $174+25.1% | $7,493-97.1% | $188+15.8% |