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 | $35,290 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,099 | $102,382-40.3% | $147,005-58.4% | $80,874-24.5% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.2%+6.1pp | 67.6%+20.7pp |
| Annual return | 13.27% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,691 | $3,715-54.5% | $4,934-65.7% | $2,756-38.6% |
| Participant deferral / active EE | $11,096 | $6,646+66.9% | $8,070+37.5% | $4,297+158.2% |
| Admin fee / account holder | $297 | $7,942-96.3% | $13,006-97.7% | $6,935-95.7% |