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 | $30,441 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,647 | $104,919-78.4% | $116,228-80.5% | $85,563-73.5% |
| Participation rate | 89.5% | 78.6%+10.9pp | 74.6%+14.9pp | 66.0%+23.5pp |
| Annual return | 16.68% | 15.38%+1.3pp | 90.06%-73.4pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,288 | $3,485-63.0% | $2,994-57.0% | $2,654-51.4% |
| Participant deferral / active EE | $3,368 | $5,306-36.5% | $4,953-32.0% | $4,375-23.0% |
| Admin fee / account holder | $187 | $429-56.3% | $11,989-98.4% | $834-77.6% |