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 10-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 | $36,556 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,600 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,914 | $75,183-11.0% | $123,892-46.0% | $55,167+21.3% |
| Participation rate | 97.5% | 72.8%+24.6pp | 81.4%+16.1pp | 69.0%+28.5pp |
| Annual return | 5.97% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.3pp |
| Employer contribution / active EE | $848 | $2,823-70.0% | $4,617-81.6% | $1,963-56.8% |
| Participant deferral / active EE | $6,714 | $5,084+32.1% | $5,984+12.2% | $3,054+119.8% |
| Admin fee / account holder | $133 | $663-79.9% | $8,357-98.4% | $504-73.6% |