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 | $25,496 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,855 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,948 | $92,055-80.5% | $106,213-83.1% | $77,643-76.9% |
| Participation rate | 90.9% | 81.0%+9.9pp | 75.3%+15.6pp | 70.6%+20.3pp |
| Annual return | 13.43% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,161 | $3,367-65.5% | $3,171-63.4% | $2,726-57.4% |
| Participant deferral / active EE | $3,141 | $5,386-41.7% | $5,016-37.4% | $4,647-32.4% |
| Admin fee / account holder | $138 | $219-37.1% | $11,033-98.8% | $430-68.0% |